Christopher Nawn
Christopher Nawn is a registered investment advisor at Paoli Financial Advisors, LTD., based in Paoli, PA, with 22 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 15 clients with $8.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Fees are negotiable based on the type of client, the complexity of the client’s situation, the composition of the client’s account (i.e., equities versus mutual funds), the potential for additional account deposits, the relationship of the client with the investment advisor representative, and the total amount of assets under management for the client.
Fee Estimator
Location
73 Chestnut Road, Paoli, PA, 19301
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2014Other Business Activities
Christopher is a CPA and president at NAWN and Company CPA's LTD, providing tax and accounting services, taking about half of his time. He also manages a rental real estate LLC, is CFO of an aircraft maintenance company, and president of corporations owning multiple restaurants, dedicating varying amounts of time to these ventures.
Employment History
Current Registrations
Paoli Financial Advisors, LTD.
Previous Registrations
Cambridge Investment Research, INC.Broker
AXA Advisors, LLCBroker
AXA Advisors, LLC
Ensemble Financial Services, INC.
Ensemble Financial Services, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Capital Analysts, IncorporatedBroker
Securian Financial Services, INC.Broker
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.