Christopher Riley is a CFP-designated registered investment advisor at Captrust, based in Wilmington, NC, with 31 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36,839 clients with $1100B 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 | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fees are subject to negotiation based on multiple factors including clients with multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Location
5535 Currituck Drive, Suite 110, Wilmington, NC, 28403
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2009Customer Dispute
January 2005Employment History
Current Registrations
Captrust
Capfinancial Securities, LLC.Broker
Previous Registrations
Fountain Financial Associates, INC.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Davenport & Company LLC
Davenport & Company LLCBroker
Painewebber IncorporatedBroker
J.C. Bradford & CO.Broker
Olde Discount CorporationBroker
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.