Christopher Obyrne is a registered investment advisor at Tactical Equity Partners, LLC, based in Irvine, CA, with 2 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $840K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tactical Equity Partners charges a performance-based fee of 20% of the net appreciation of your portfolio each quarter, subject to a high-water mark. This means you only pay the fee on gains above the highest previous value of your account. This fee is in addition to brokerage and transaction fees.
Location
Irvine, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christopher works as a consultant for Financial Analysis Corp, providing IT support and data analytics. This takes about half of Christopher's time, with about 20 hours per month spent during securities trading hours.
Employment History
Current Registrations
Tactical Equity Partners, LLC
State Registrations1 state
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