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Christy Hayes

10 Years of Experience
Sells Insurance

Christy Hayes is a registered investment advisor at Artesa Financial Group, based in Conroe, TX, with 10 years of industry experience. Christy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 338 clients with $110M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
338 clients
Average Client Portfolio
$327K average
Assets Under Management
$110.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Artesa Financial Group's investment management fee is based on a percentage of the market value of your investments. The annual fee varies between 0.25% and 2.00%, depending on the amount you invest and the type of services you need. This fee does not include brokerage commissions or other transaction costs.

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Location

Commonwealth Centre, 2040 N. Loop 336 W. , Ste. 227, Conroe, TX, 77304

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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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Other Business ActivitiesSells Insurance

Christy is associated with Asset Guardian, LLC as an insurance agent and in employee administration since 2013. This takes a few hours per week, with minimal time spent during market hours.

Employment History
Current Registrations
Artesa Financial Group
March 2015 - Present · 11 yrs 1 mo
State Registrations1 state
TX
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.
Christy Hayes - Financial Advisor | TrueAdvisor