Christopher Angle
Christopher Angle is a registered investment advisor at Heritage Capital, LLC, based in Redding, CT, with 17 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 146 clients with $150M 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 $1.0M | 2.00% |
| $1M+ | 2.00% |
Fees are negotiable for amounts over $1,000,000.
Fee Estimator
Location
Redding, CT
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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 ActivitiesSells Insurance
Christopher sells books under Philosophy Publishing Co. and teaches judo through Stamford Learning Center, LLC. He is also a commodities trading advisor for Asset/Risk Mgmt, an investment adviser representative for Heritage Capital, and an insurance representative for Glover Agency of Norwalk, CT.
Employment History
Current Registrations
Heritage Capital, LLC
Previous Registrations
Heritage Capital, LLC
Heritage Capital, LLC
Beneficial Capital 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.