Christopher Doran is a registered investment advisor at Westwood Management CORP, based in Newtown, PA, with 32 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Investment Management, Real Estate Investing. Their firm serves 247 clients with $12B 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 $25.0M | 0.75% |
| $25.0M - $50.0M | 0.65% |
| $50M+ | 0.50% |
Fees vary significantly by strategy. The schedule shown reflects general rates for equity and tactical strategies. Minimum investments typically range from $1 million to $50 million depending on the strategy.
Fee Estimator
Location
Newtown, PA
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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 board of governors member for the Bond Club of Philadelphia, dedicating minimal time to advising the board. He also assists his wife's shrink wrap business as a part-time employee, spending a few hours per week.
Employment History
Current Registrations
Westwood Management CORP
Salient Capital L.P.
Salient Capital L.P.Broker
Previous Registrations
Sei Investments Management CORP
Sei Investments Distribution CO.Broker
Invesco Advisers, INC.
Invesco Distributors, INC.Broker
Alps Distributors, INC.Broker
Janney Montgomery Scott LLCBroker
Smith Barney INC.Broker
Barington Capital Group, L.P.Broker
A.S. Goldmen & CO., INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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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