Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
1,745 clients
Average Client Portfolio
$268K average
Assets Under Management
$467.2M

Fee Structure

Minimum Investment:$25K
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Location

New Orleans, LA

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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 Activities

Christian works as a tax accountant for Brakke CPA, PLLC, providing tax preparation services. This takes about half of his time, including some time during security trading hours.

Employment History
Current Registrations
Financial Gravity Family Office Services, LLC
February 2022 - Present · 4 yrs
State Registrations2 states
LATX
Advisor
Exams
No exam information available for this advisor.