Christopher Coffin is a registered investment advisor at Overridge Wealth Advisors, based in Fort Worth, TX, with 17 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 464 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and may be reduced based on various criteria. Certain clients may be subject to legacy fee schedules.
Fee Estimator
Location
6300 Ridglea Place, Suite 1020, Fort Worth, TX, 76116
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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 →Employment History
Current Registrations
Overridge Wealth Advisors
Previous Registrations
Good Life Advisors, LLC
LPL Financial LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Pritchard Capital Partners, LLCBroker
J.C. Bradford & CO.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
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.