Christopher Compton is a CFP, ChFC-designated registered investment advisor at Red Oak Financial Group, based in Towson, MD, 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 Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 1,202 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Red Oak Financial charges a single, combined fee for investment management and financial planning, based on the value of your portfolio. This fee can be up to 1.50% annually, paid quarterly in advance. The exact fee depends on the complexity of services, the amount of assets managed, and the overall relationship. Fees are negotiable. If Red Oak Financial recommends an independent manager, the total fee will not exceed 2.00% annually.
Location
403 Allegheny Avenue, Towson, MD, 21204
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christopher is a notary public, a DBA for LPL business, and an IAR providing investment advisory services through Red Oak Financial. He is also the Principal-Owner & CEO of Red Oak Retirement (DBA for R.L. Compton & Associates, Inc.) and owns real estate rental property.
Employment History
Current Registrations
Red Oak Financial Group
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations21 states
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