Christopher Krug is a CFA-designated registered investment advisor at Confidence Wealth Management, INC., based in Robinsville, NJ, with 4 years of industry experience. Christopher 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, Investment Management, and 2 more. Their firm serves 681 clients with $340M 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 $1.0M | 0.95% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.80% |
| $20M+ | 0.75% |
For managed accounts not using Third-Party Advisors, Sub-Advisors, or implementing CWM own investment strategies, investment supervisory fees are charged at a flat 0.5% of assets under management. Fees are negotiable.
Fee Estimator
Location
Robinsville, NJ
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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 →Other Business Activities
Christopher provides consulting services to various businesses through Krug Investment Solutions LLC, some of which are investment-related. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Confidence Wealth Management, INC.
Previous Registrations
Blackrock Investment Management, LLC
Blackrock Investments, LLCBroker
State Registrations2 states
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