Christopher Kuehne is a CFP-designated registered investment advisor at Greenwich Advisors, LLC, based in Rio Verde, AZ, with 5 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 89 clients with $160M 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 $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fees are negotiable depending on individual client circumstances. Fixed fees are also offered and are negotiable.
Fee Estimator
Location
Rio Verde, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Greenwich Advisors, LLC
Previous Registrations
Independent Financial Advisors
State Registrations2 states
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