CA
CA

Christopher Arnold

18 Years of Experience
Sachse, TX
1 Disclosure

Christopher Arnold is a registered investment advisor at Eddleman & Eddleman INC, based in Sachse, TX, with 18 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 123 clients with $18M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
123 clients
Average Client Portfolio
$146K average
Assets Under Management
$18.0M

Fee Structure

Investment management only (planning not offered)

Eddleman & Eddleman primarily manages investments for a percentage of the assets they manage. The annual percentage fee is negotiable and ranges from 0.5% to 3% of the assets managed, depending on the size and complexity of your account. The fee is divided into quarterly amounts and paid at the end of each quarter. If your managed assets are less than $100,000, Eddleman & Eddleman may require a minimum fixed or hourly billing amount.

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Location

Sachse, TX

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History

Regulatory History (1)
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Employment Separation After Allegations
April 2011
Other Business Activities

Christopher works as a Field Consultant for John M Floyd & Associates (JMFA), helping banks and credit unions strengthen income, reduce expenses, and create impact for account holders. He meets with potential clients to offer services.

Employment History
Current Registrations
Eddleman & Eddleman INC
July 2011 - Present · 14 yrs 9 mos
Previous Registrations
Chase Investment Services CORP.
September 2007 - April 2011 · 3 yrs 7 mos
State Registrations1 state
TX
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.