Christopher Robinson
Christopher Robinson is a ChFC-designated registered investment advisor at Rfg Wealth Advisory, based in Argyle, TX, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 446 clients with $480M 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 | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.35% |
| $3.0M - $5.0M | 1.10% |
| $5M+ | 0.90% |
For clients desiring only investment management services with no ongoing financial planning and/or retirement consulting services, RFG Wealth Advisory charges an annual fee of 1.50% of assets under management. Minimum annual fee is $7,500 for wealth management services.
Fee Estimator
Location
130 Old Town Blvd. South, Suite 100, Argyle, TX, 76226
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2024Other Business ActivitiesSells Insurance
Christopher is involved in several business activities, including non-variable insurance (minimal time), real estate rental through Chris Robinson Real Estate, Inc., and RFG Holdings, Inc. He also provides investment advisory services through RFG Wealth Advisory, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Rfg Wealth Advisory
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Invest Financial CorporationBroker
Invest Financial Corporation
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
State Registrations2 states
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.