Christopher Nolt
Christopher Nolt is a registered investment advisor at Solid Rock Wealth Management, based in Bozeman, MT, with 22 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, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 47 clients with $49M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5.0M - $15.0M | 0.25% |
| $15.0M - $25.0M | 0.20% |
| $25.0M - $50.0M | 0.15% |
| $50.0M - $100.0M | 0.10% |
| $100M+ | 0.05% |
Annual fees are negotiable in certain cases.
Fee Estimator
Location
2020 Charlotte Street, Bozeman, MT, 59718
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2012Customer Dispute
April 2012Other Business ActivitiesSells Insurance
Christopher is a licensed insurance agent in Montana, dedicating minimal time to this activity. He also owns Solid Rock Realty Advisors, LLC, a commercial real estate sales and service company, since 2009, spending about 10% of his time on this.
Employment History
Current Registrations
Solid Rock Wealth Management
Previous Registrations
Independent Financial Group, LLC
Kms Financial Services, INC
Intersecurities, INC.
State Registrations3 states
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.