Christy Strigel is a registered investment advisor at Franklin Street Advisors INC., based in Chapel Hill, NC, with 16 years of industry experience. Christy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 414 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.75% |
For accounts holding equity, cash and/or mixed assets. Fees are negotiable. Minimum annual fee of $7,500. For accounts holding fixed income and cash assets only: 0.50% annual fee on all assets $5 million or less; 0.375% annual fee on all assets over $5 million.
Fee Estimator
Location
1450 Raleigh Road, Suite 300, Chapel Hill, NC, 27517-8833
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Christy is a partner and officer in DK-USASPORTHORSE, LLC, which imports European sport horses and runs equestrian center activities. She is also a partner and officer in REO Sporthorses, LLC, which sells and imports European show horses, but she has no active management or daily involvement in either business.
Employment History
Current Registrations
Franklin Street Advisors INC.
Previous Registrations
Oak Value Capital Management, INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.