CK
CK

Christopher Kurtz

25 Years of Experience
1 Disclosure

Christopher Kurtz is a registered investment advisor at Redhawk Wealth Advisors, INC., based in Fairfield Township, OH, with 25 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, High Net Worth, Investment Management, and 2 more. Their firm serves 3,283 clients with $1.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
48 advisors
Number of Clients
3,283 clients
Average Client Portfolio
$560K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$1K

Redhawk Wealth Advisors charges a fee based on a percentage of the assets they manage for you. This fee covers investment advice, trade entry, and account maintenance. The exact fee is detailed in your Investment Management Agreement and can vary based on the size and complexity of your portfolio. Starter accounts (less than $5,000) are charged a flat $50 annual fee. A technology fee is also applied: $5/month for accounts over $10,000 and $2.50/month for accounts under $10,000.

Loading...

Location

7924 Jesse Way, Suite A, Fairfield Township, OH, 45011

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2016
Settled
Employment History
Current Registrations
Redhawk Wealth Advisors, INC.
June 2017 - Present · 8 yrs 10 mos
Previous Registrations
AXA Advisors, LLC
January 2003 - February 2017 · 14 yrs 1 mo
AXA Advisors, LLCBroker
August 2000 - February 2017 · 16 yrs 6 mos
State Registrations3 states
KYOHTX
Advisor

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.

Exams
No exam information available for this advisor.