Christopher Farrell
Christopher Farrell is a registered investment advisor at Charles Schwab & CO., INC., based in Marlton, NJ, with 31 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
300 Route 73, Suite D, Marlton, NJ, 08053
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Christopher owns rental property in Newcastle, ME, and spends about 10-20% of his time managing it. This activity is not investment-related.
Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Previous Registrations
Primevest Financial Services, INC.Broker
Primevest Financial Services, INC.
Invest Financial Corporation
Invest Financial CorporationBroker
Aberdeen Fund Distributors, LLCBroker
Foreside Fund Services, LLCBroker
Morgan Stanley Dw INC.Broker
Columbia Funds Distributor, INC.Broker
Bacap Distributors, LLCBroker
Fam Distributors, INC.Broker
Icc Distributors, INC.Broker
Sei Investments Distribution CO.Broker
Charles Schwab & CO., INC.Broker
Confederation Financial Services (U.S.), INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations17 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.