KH
KH

Kristopher Hallengren

15 Years of Experience
Cockeysville, MD

Kristopher Hallengren is a registered investment advisor at Krh Investments, LLC, based in Cockeysville, MD, with 15 years of industry experience. Kristopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 10 clients with $1.3M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
10 clients
Average Client Portfolio
$130K average
Assets Under Management
$1.3M

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.00%
$250K+1.00%

Fees are negotiable. The fee above $250,000 is between 0.50% and 1.00%, the higher value was used.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Cockeysville, MD

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Kristopher is a director at Weyrich, Cronin & Sorra, a business valuation and forensic accounting firm, since 2008. He dedicates nearly full-time hours to testifying in litigation matters and valuing businesses.

Employment History
Current Registrations
Krh Investments, LLC
January 2018 - Present · 8 yrs 3 mos
Previous Registrations
Krh Investments, LLC
February 2010 - December 2016 · 6 yrs 10 mos
State Registrations1 state
MD
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.