CM
CM

Christopher Nickerson Mcquade

14 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
1,274 clients
Average Client Portfolio
$465K average
Assets Under Management
$592.9M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.50%

Standard advisory fee for active management service is 1.50% on all assets. Passive management service is 1.00% on all assets. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

115 River Landing Dr, Suite 200, Daniel Island, SC, 29492

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Curran Financial Partners, LLC
February 2019 - Present · 7 yrs
Previous Registrations
Prudential Financial Planning Services
August 2017 - February 2019 · 1 yr 6 mos
Pruco Securities, LLC.Broker
July 2017 - February 2019 · 1 yr 7 mos
Gfi Securities LLCBroker
June 2005 - February 2011 · 5 yrs 8 mos
State Registrations3 states
GANCSC
Advisor
Exams
No exam information available for this advisor.
Christopher Nickerson Mcquade - Financial Advisor | TrueAdvisor