Christopher Jon Haigh
CH
CFP
Christopher Jon Haigh
CH
CFP

Christopher Haigh

12 Years of Experience
Rochester, NY

Christopher Haigh is a CFP-designated registered investment advisor at Iconoclastic Capital Management LLC, based in Rochester, NY, with 12 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, Corporate Executives, Divorce Planning, Estate Planning, and 5 more. Their firm serves 124 clients with $55M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
124 clients
Average Client Portfolio
$446K average
Assets Under Management
$55.2M

Fee Structure

Planning is included in investment management (also available separately)

Iconoclastic Capital Management offers investment management services where the fee is a percentage of the assets managed.

For clients in the Comprehensive or Essential Wealth Management tiers, the fee is 0.90% of assets under management, plus an annual planning retainer of $2,400-$6,000 (Comprehensive) or $1,200-$4,500 (Essential).

For legacy clients, the fee is tiered:

  • $0 - $200,000 — 1.50%
  • $200,001 - $500,000 — 1.35%
  • $500,001 - $1,000,000 — 1.15%
  • $1,000,001 - $2,000,000 — 1.00%
  • $2,000,001 - $5,000,000 — 0.85%
  • $5,000,001 and Above — 0.65%

For clients interested in investment management only, the maximum annual advisory fee is 0.70% of assets under management.

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Contact

Christopher Jon Haigh
CH
Christopher Haigh

Location

17 Prince Street, Rochester, NY, 14607

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Iconoclastic Capital Management LLC
September 2021 - Present · 4 yrs 7 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
July 2012 - August 2020 · 8 yrs 1 mo
State Registrations1 state
NY
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.
Christopher Jon Haigh
CH
Contact
Christopher Haigh