CF
CFA
CF
CFA

Christopher Fleischmann

21 Years of Experience
Little Rock, AR

Christopher Fleischmann is a CFA-designated registered investment advisor at Foundation Resource Management, INC., based in Little Rock, AR, with 21 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 257 clients with $920M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
257 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$918.4M

Fee Structure

Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.85%
$10M+0.85%

Fees are for equity investments. Fixed income investments are charged at a lower rate: 0.35% on the first $5 million, 0.30% on the second $5 million. Fees may be negotiable for clients whose assets exceed $10 million.

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

401 W. Capitol, Suite 503, Little Rock, AR, 72201

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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.

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Employment History
Current Registrations
Foundation Resource Management, INC.
September 2008 - Present · 17 yrs 8 mos
Previous Registrations
Morgan Keegan & Company, INC.
March 2004 - May 2008 · 4 yrs 2 mos
State Registrations4 states
ALARLATX
Advisor

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Exams
No exam information available for this advisor.