Christian Hviid is a CFA-designated registered investment advisor at Concordia Wealth Planning, LLC, based in Powell, OH, with 13 years of industry experience. Christian 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 63 clients with $48M 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 $250K | 1.50% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Location
Powell, OH
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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 →Employment History
Current Registrations
Concordia Wealth Planning, LLC
Previous Registrations
Wealthstone INC
Point Guard Capital LLC
Genworth Financial Wealth Management, INC.
Genworth Financial Asset Management, INC
Ameritas Investment CORP
State Registrations1 state
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