Rodney Christ
Rodney Christ is a registered investment advisor at Spc, based in Houston, TX, with 34 years of industry experience. Rodney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 30,881 clients with $5.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SPC offers investment management through the SIGMA Managed Account program. Clients pay an annual account management fee based on a percentage of their account assets. The fee includes a program fee and the IAR's compensation. For example, if your account AUM is $1,500,000, the first $500,000 is billed at 2.50%, the next $250,000 at 1.75%, the next $250,000 at 1.50%, and the remaining $500,000 at 1.25%. The maximum annual advisory fee is 2.5%. The program fee is 0.15% on all assets. There is a $30 minimum annual program fee.
SPC also offers direct-at-fund programs where clients pay an annual asset-based investment management fee of 0.5%.
Location
4544 Post Oak Place Dr, Houston, TX, 77027
Get directionsHistory
Regulatory History (2)
Judgment / Lien
July 2017Judgment / Lien
October 2016Other Business ActivitiesSells Insurance
Rodney operates under the DBA Christ Taylor Insurance as an independently licensed insurance agent. He also co-owns a rental house in Driggs, ID with his spouse, but this does not require time during market hours.
Employment History
Current Registrations
Spc
Sigma Financial CorporationBroker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Tower Square Securities, INC.
Tower Square Securities, INC.Broker
Ascend Financial Services, 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.