Christopher Ward
Christopher Ward is a registered investment advisor at Ward Capital Management LLC, based in Escondido, CA, with 26 years of industry experience. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 41 clients with $20M 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 $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees may be negotiable based on the client's circumstances and prior relationships. For nondiscretionary asset management clients, the fee is 1.50% per trade.
Fee Estimator
Location
Escondido, CA
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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 →Employment History
Current Registrations
Ward Capital Management LLC
Previous Registrations
Chronos Corporation
First Financial Equity Corporation
Banc of America Investment Services, INC.
Quick & Reilly, INC.
A. G. Edwards & Sons, INC.
State Registrations1 state
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