| Assets Under Management | Annual Fee |
|---|---|
| Up to $7.5M | 0.50% |
| $7.5M - $15.0M | 0.25% |
| $15.0M - $30.0M | 0.13% |
| $30M+ | 0.25% |
Fees are negotiable based on unique circumstances. Minimum annual fee of $10,000 may result in a higher percentage fee for clients with net worth less than $2 million.
10 W. Carmel Drive, Carmel, IN, 46032
Get directionsNo 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 →Christopher serves as a neutral arbitrator on a 3-person panel for FINRA Dispute Resolution. This takes about 10-20% of his time and does not occur during securities trading hours.