Christopher Halford
Christopher Halford is a registered investment advisor at Fiduciary Trust Private Wealth Counsel LLC, based in Kansas City, KS, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 69 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable.
Fee Estimator
Location
10840 Parallell Parkway, Kansas City, KS, 66109
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 sells fixed and fixed-index annuities and earns commissions from the insurance company. He is also an actor, dedicating minimal time to on-stage theatre and commercial ad acting, and about 10-20% of his time to fixed index annuity sales.
Employment History
Current Registrations
Fiduciary Trust Private Wealth Counsel LLC
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.