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Christopher Cecil

18 Years of Experience
Charlotte, NC

Christopher Cecil is a registered investment advisor at Biltmore Family Office, LLC, based in Charlotte, NC, with 18 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 83 clients with $3.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
83 clients
Average Client Portfolio
$38.1M average
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:$10M
Planning is included in investment management
Minimum Annual Fee:$100,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M1.00%
$10.0M - $25.0M0.85%
$25M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

500 East Boulevard, Charlotte, NC, 28203

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Christopher is a director at Biltmore Farms, Inc., a family business, since 1990. He spends a few hours per week on this activity, none during trading hours.

Employment History
Current Registrations
Biltmore Family Office, LLC
May 2013 - Present · 13 yrs
Previous Registrations
Genspring Charleston, LLC
January 2010 - March 2011 · 1 yr 2 mos
Genspring Family Offices, LLC
December 2006 - September 2012 · 5 yrs 9 mos
State Registrations1 state
NC
Advisor

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.

Exams
No exam information available for this advisor.