Christopher Jackson is a CFA-designated registered investment advisor at Drystone LLC, based in Charlottesville, VA, 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 Investment Management. Their firm serves 27 clients with $150M 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 $5.0M | 0.70% |
| $5.0M - $25.0M | 0.50% |
| $25M+ | 0.30% |
In addition to the Portfolio Counseling Fee, Drystone charges an additional Concentrated Investments Fee: - 0.45% per year on the first $5 million designated as Concentrated Investments - 0.30% per year on the next $20 million designated as Concentrated Investments - 0.15% per year on the balance over $25 million designated as Concentrated Investments Total fees will not exceed 1% per year.
Fee Estimator
Location
Charlottesville, VA
Get directionsHistory
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
Drystone LLC
State Registrations2 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.