Christopher High
Christopher High is a registered investment advisor at Concentio Capital Management, LLC, based in Dallas, TX, with 22 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, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 2.00% |
| $150K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. Performance fees are charged for the options-only strategy: 2% management fee plus 20% of profits above 8% annually.
Fee Estimator
Location
12900 Preston Road, Suite 717, Dallas, TX, 75230
Get directionsHistory
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 ActivitiesSells Insurance
Christopher is an independent life and health insurance agent representing various carriers since 2001, dedicating a few hours per week. He also prepares and sells research subscriptions for oil and gas price trend analysis through Concentio Capital Management, Inc., spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Concentio Capital Management, LLC
Previous Registrations
Fortitude Advisory Group L.L.C.
Citigroup Global Markets INC.
State Registrations1 state
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