Christopher Barlow is a registered investment advisor at Sepio Capital, LP, based in San Ramon, CA, with 28 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 266 clients with $4.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sepio Capital's investment advisory fees typically range from 0.50% to 1.00% of your portfolio's value per year, depending on the size of your account, the complexity of services, and the investment strategies used. Fees are paid monthly, in advance. Some clients may have fixed annual fees or pay quarterly. The fees include financial planning and consulting services, unless you hire Sepio Capital separately for financial planning.
Location
San Ramon, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christopher is a passive investor in Punta Mita Hacienda LLC. He spends minimal time on this non-investment related activity.
Employment History
Current Registrations
Sepio Capital, LP
Previous Registrations
Fort Point Capital Partners LLC
Lombard Street Partners, LLC
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations1 state
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