Christian Brim
Christian Brim is a registered investment advisor at Core Wealth Management, LLC, based in Oklahoma City, OK, with 22 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 116 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.75% |
| $50K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Location
8901 Commerce Park Drive, Oklahoma City, OK, 73132
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2010Other Business Activities
Christian is the President/Owner of Core Wealth Management, LLC, which is affiliated with Blood Lands, Inc., Catmack, Inc., and Turnbull & Brim, LLP, CPA firms. He spends about half his time providing accounting services through these affiliations.
Employment History
Current Registrations
Core Wealth Management, LLC
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
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.