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Christopher Fry

26 Years of Experience
Columbus, OH

Christopher Fry is a registered investment advisor at Capital Asset Management, INC., based in Columbus, OH, with 26 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 129 clients with $180M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
129 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$180.1M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.75%
$2M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

445 Hutchinson Avenue, Suite 270, Columbus, OH, 43235-8615

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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
Capital Asset Management, INC.
March 2000 - Present · 26 yrs 2 mos
Previous Registrations
Royal Alliance Associates, INC.
August 1999 - October 2007 · 8 yrs 2 mos
State Registrations1 state
OH
Advisor

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.

Exams
No exam information available for this advisor.
Christopher Fry - Financial Advisor | TrueAdvisor