Chris Cho
Chris Cho is a CFA-designated registered investment advisor at Fairbanks Capital Management, INC., based in Rancho Santa Fe, CA, with 7 years of industry experience. Chris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 227 clients with $370M 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 $500K | 1.70% |
| $500K+ | 1.70% |
Lower fees apply to higher amounts of relationship assets. Short Term Fixed Income is assessed at half the rate of equities. Cash assets and money market securities are included in the fee calculation at the rate that reflects whether cash will be used to invest in equities or fixed income. Fees are negotiable in certain circumstances.
Fee Estimator
Location
16236 San Dieguito Rd., Suite 3-28, Rancho Santa Fe, CA, 92067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Fairbanks Capital Management, INC.
State Registrations1 state
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