Christian Yoss is a CFP-designated registered investment advisor at Simon Quick Advisors, LLC, based in Dallas, TX, with 32 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 6 more. Their firm serves 1,042 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simon Quick Advisors charges an annual fee based on a percentage of your portfolio or a fixed fee, with a minimum annual fee of $20,000. Fees are negotiated based on the value of assets, account complexity, and other factors. Investment advisory fees are calculated based on the average daily balance and billed quarterly in arrears. Note that third-party independent managers or underlying private investment funds may charge separate, additional management fees and performance fees.
Location
3811 Turtle Creek Blvd., Ste 410, Dallas, TX, 75219
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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
Simon Quick Advisors, LLC
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Goldman Sachs & CO. LLCBroker
Cetera Advisor Networks LLCBroker
Goldman Sachs Personal Financial Management
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Quick & Reilly, INC.Broker
Norwest Investment Services, INC.Broker
Quick & Reilly, INC.Broker
State Registrations1 state
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
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