Christa Bass is a CFP-designated registered investment advisor at Cottonwood Capital Advisors, based in Irving, TX, with 11 years of industry experience. Christa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning. Their firm serves 204 clients with $290M 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 $250K | 1.50% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.10% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $7.0M | 0.30% |
| $7.0M - $10.0M | 0.20% |
| $10M+ | 0.10% |
Cottonwood Capital Advisors’ typical fee schedule within the PPS Custom program. All Cottonwood Capital Advisors advisory program fees are negotiable.
Fee Estimator
Location
105 Decker Court Suite 730, Irving, TX, 75062
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Christa sells fixed insurance products since 2021, dedicating minimal time to this activity. This activity is investment-related and conducted at a branch location.
Employment History
Current Registrations
Cottonwood Capital Advisors
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
J.P. Morgan Securities LLCBroker
State Registrations1 state
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.