Christopher Ordway is a registered investment advisor at Dynamic, based in Phoenix, AZ, with 23 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. Their firm serves 5,484 clients with $5.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dynamic's investment advisory fees can range up to 2.25% annually, depending on the investment strategy's complexity and the account size. Larger accounts or less complex strategies may have lower fees. More complex situations, like multiple investment objectives or aggressive growth strategies, may incur higher fees. Fees are negotiable and vary among financial advisors. Some advisors may establish minimum fees, potentially exceeding 2.25% annually. Clients with margin accounts are subject to fees on the additional assets resulting from the use of margin.
Location
1250 E Missouri Avenue, Phoenix, AZ, 85014
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Regulatory History (2)
Customer Dispute
October 2023Employment Separation After Allegations
August 2009Other Business ActivitiesSells Insurance
Christopher is an author and educates parents on college planning and financial aid. He owns an LLC for a plot of land and is also a financial advisor for STF Insurance Services, LLC, selling various life insurance products, dedicating a few hours per week. Christopher is also a loan originator.
Employment History
Current Registrations
Dynamic
Previous Registrations
Bfc Planning, INC.
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Cambridge Investment Research, INC.Broker
Royal Alliance Associates, INC.Broker
MML Investors Services, INC.
MML Investors Services, INC.Broker
State Registrations3 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.