Christopher Nalley is a CFP-designated registered investment advisor at Cs Advisors INC., based in Boca Raton, FL, 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 Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 101 clients with $120M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees may be negated or reduced depending on the amount of assets under management or other factors.
Fee Estimator
Location
7999 N Federal Hwy, Suite 101, Boca Raton, FL, 33487
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Christopher is dually registered with CS Advisors as an investment advisor and owns Scale Consulting Group, LLC, offering executive coaching, consulting, and financial planning. He also manages EPN Limited Partnership, a family investment vehicle.
Employment History
Current Registrations
Cs Advisors INC.
Previous Registrations
Scale Advisory Group, LLC
Private Advisor Group, LLC
Variant Trading Institutional Group, INC.Broker
AXA Advisors, LLCBroker
Variant Trading Institutional Group, INC.Broker
State Registrations1 state
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