Christopher Brown is a registered investment advisor at Exencial Wealth Advisors, based in Oklahoma City, OK, with 24 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,215 clients with $5.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Exencial Wealth Advisors charges a percentage of the value of your portfolio each year. This fee can vary based on the size of your portfolio and the services provided, but is generally around 1%. Ultra-high net worth clients may be offered a flat annual fee plus an asset-based fee. Fees are charged quarterly, in advance. Clients may also incur fees charged by custodians, brokers, and other third parties.
Location
9108 N. Kelley Avenue, Oklahoma City, OK, 73131
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Regulatory History (1)
Customer Dispute
April 2015Other Business Activities
Christopher owns and manages single-family home rental properties since 2005, dedicating minimal time to this activity. He is also a 50% owner and Member/Manager of Cornerstone Property Management, LLC, a rental real estate business, spending minimal time as a property manager.
Employment History
Current Registrations
Exencial Wealth Advisors
Previous Registrations
Willingdon Wealth Management LLC
Portfolio Capital Management INC
Investment Professionals, INC.
LPL Financial LLC
Wells Fargo Advisors, LLC
Citigroup Global Markets INC.
American Express Financial Advisors, INC.
State Registrations11 states
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.