Christopher Dodds is a registered investment advisor at Crown Oak Advisors, based in Piedmont, CA, 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 Investment Management. Their firm serves 54 clients with $240M 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 $5.0M | 0.60% |
| $5M+ | 0.50% |
Fee rate may differ for certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.).
Fee Estimator
Location
Piedmont, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christopher serves on the boards of directors for Charles Schwab Corporation and Charles Schwab Bank, and is a consultant/advisor to Baron Capital Group and The Cynosure Group. These activities involve overseeing company affairs, advising on business strategy and structure, and advising on private equity investment opportunities, taking about 10-20% of Christopher's time.
Employment History
Current Registrations
Crown Oak Advisors
State Registrations1 state
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