Andrew Christopher
Andrew Christopher is a CFA-designated registered investment advisor at Leading Edge Financial Planning LLC, based in Knoxville, TN, with 4 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 302 clients with $520M 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 | 1.00% |
| $250K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $7.0M | 0.55% |
| $7M+ | 0.55% |
Fees may be negotiable for accounts over $7,000,001. Total blended fee, including the Advisor’s fee and the Independent Manager’s fee, will not exceed 1.50% annually.
Fee Estimator
Location
6921 Office Park Circle, Knoxville, TN, 37909
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 Activities
Andrew is a Lieutenant Commander in the United States Navy Reserves, dedicating about 10-20% of his time. He is also an F-35 Instructor Pilot at Lockheed Martin and a Career Coach and Faculty Advisor at Georgetown University.
Employment History
Current Registrations
Leading Edge Financial Planning LLC
Previous Registrations
Dowling & Yahnke, LLC
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.