Christopher Ward
Christopher Ward is a CFA-designated registered investment advisor at Avity Investment Management INC., based in Greenwich, CT, with 15 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 303 clients with $2B 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 - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are often negotiated, particularly for large accounts. Standard fee schedule for fixed income only accounts is 0.60% on the first $2 million, 0.50% on the amount between $2 million, and $5 million, 0.40% on the amount between $5 million and $10 million, and 0.35% on the amount above $10 million.
Fee Estimator
Location
80 Field Point Rd., Greenwich, CT, 06830-6416
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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 →Employment History
Current Registrations
Avity Investment Management INC.
Previous Registrations
G.distributors, LLCBroker
G.research, LLCBroker
Morgan Stanley
Morgan StanleyBroker
Gfi Securities LLCBroker
State Registrations2 states
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.