Christopher Haysley
Christopher Haysley is a CFP-designated registered investment advisor at Haysley Financial Services, INC., based in Lake Mary, FL, 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 3 more. Their firm serves 30 clients with $12M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3M+ | 0.50% |
Fees may be negotiable within each tier on a client-by-client basis.
Fee Estimator
Location
255 Primera Boulvard, Suite 160, Lake Mary, FL, 32746
Get directionsHistory
Regulatory History (1)
Regulatory
August 2018Other Business ActivitiesSells Insurance
Christopher is a licensed insurance agent since 2007, selling insurance policies. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Haysley Financial Services, INC.
Previous Registrations
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
Fidelity Brokerage Services, INC.Broker
Fidelity Distributors 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.