CR
CR

Christopher Reed

19 Years of Experience

Christopher Reed is a registered investment advisor at Financial Action, INC., based in Monument, CO, with 19 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 933 clients with $81M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
933 clients
Average Client Portfolio
$87K average
Assets Under Management
$81.0M

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)

Financial Action, Inc.'s fees for investment advisory services are negotiated between you and your advisor, ranging from 0.65% to 1.5% of your portfolio value. These fees do not include full financial planning services.

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Location

283 Washington St, Monument, CO, 80132

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Christopher is the owner of Paragon Capital, LLC and spends nearly full-time on this activity. He also owns Raton Gas Transmission, a utilities company, dedicating nearly full-time to it as well.

Employment History
Current Registrations
Financial Action, INC.
February 2007 - Present · 19 yrs 2 mos
State Registrations2 states
COTX
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.