Christopher Investment Advisors (CIA) is an independent investment advisory firm providing ongoing portfolio management and financial planning. Services are provided on a fee-only basis. CIA uses a consultative approach to help clients achieve their financial goals. Investment accounts are held at independent custodians like Fidelity or Schwab. CIA provides investment management and financial planning for a fee based on assets under management or a negotiated flat fee, investment advisory services and/or financial planning on an hourly basis, and a project basis where a fee is quoted in advance.
Assets Under Management$2M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.30% |
Fee schedule is subject to negotiation. There is a minimum annual fee of $1,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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