Christopher Kimball
Christopher Kimball is a CFP-designated registered investment advisor at Fortitude Advisory Group L.L.C., based in Lakewood, WA, with 32 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 622 clients with $470M 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 | 2.20% |
Maximum total portfolio management fee is 2.2% per year. Specific fees are stipulated in your client agreement and all fees are negotiable. Certain in-house strategies carry additional fees (e.g., 0.2% for large-cap overlays, 0.1% for exchange-traded fund strategies). Clients also pay administrative fees of up to 0.10% and technology fees of up to 0.15% per annum.
Fee Estimator
Location
5920 100th St. SW Building #7, Lakewood, WA, 98499
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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 →Other Business Activities
Christopher is a musician, playing drums in various bands, dedicating minimal time. He also serves as President of the Board of Directors for Network Tacoma, Corp., and teaches at Tacoma Covenant Bible Seminary, spending about 10-20% of his time on the latter. Christopher also creates teaching videos for Youtube, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Fortitude Advisory Group L.L.C.
Previous Registrations
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
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.
Exams
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