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Christopher Towle

30 Years of Experience
Denver, CO

Christopher Towle is a registered investment advisor at Towle & CO, based in Denver, CO, with 30 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 75 clients with $610M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
75 clients
Average Client Portfolio
$8.1M average
Assets Under Management
$608.7M

Fee Structure

Minimum Investment:$3M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25.0M1.00%
$25.0M - $50.0M0.90%
$50M+0.80%

Towle reserves the right to negotiate fees when appropriate.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

720 S. Colorado Blvd, Suite 730-S, Denver, CO, 80246

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Christopher is involved in several outside business activities, including serving as a director, president, treasurer, and minority shareholder of Miller Homestead, and managing Front Range LLC and Wishwood LLC. He also serves as a member of the Investment Advisory Committee for Confluent Holdings, LLC and as a trustee for two trusts, dedicating minimal time to each activity.

Employment History
Current Registrations
Towle & CO
March 1996 - Present · 30 yrs 2 mos
State Registrations2 states
COMO
Advisor

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.

Exams
No exam information available for this advisor.
Christopher Towle - Financial Advisor | TrueAdvisor