Christopher Lemily
Christopher Lemily is a registered investment advisor at Hinton Financial, based in Bowling Green, KY, with 6 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Hinton Financial does not directly manage client investments. Instead, they refer clients to third-party investment managers (TPMs). The fees for these managers vary depending on the portfolio type:
- Strategic, Tactical, Allocation, and Defined Outcome Portfolios: 1.70% annually (1.00% to the TPM, 0.70% to Hinton Financial)
- Preservation Portfolios: 1.00% annually (0.60% to the TPM, 0.40% to Hinton Financial)
- Private Wealth Portfolios: 1.50% annually (1.00% to the TPM, 0.50% to Hinton Financial)
There is also a $15 quarterly technology fee. These fees are negotiable.
Location
1074 Pedigo Way, Suite 400, Bowling Green, KY, 42103
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 insurance broker for multiple life insurance companies since 2014/2015. He is also the President of Lemily and Vice-President of BNI, spending a few hours per week on BNI activities.
Employment History
Current Registrations
Hinton Financial
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Mony Securities CORP.Broker
Mony Securities CORP.Broker
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.