Christopher Lawson is a CFP-designated registered investment advisor at Cary Street Partners, based in abingdon, VA, with 27 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,851 clients with $8.3B 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 $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees are negotiable for amounts over $25,000,001. Fees shown do not include any underlying fund/product fees, where applicable.
Fee Estimator
Location
143 W Main Street, abingdon, VA, 24210
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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 Activities
Christopher is a board member for Sullins Academy, assisting with endowment and legal governance, and treasurer and board member for The Arts Depot, a collective of local artists. He dedicates minimal time to each of these roles.
Employment History
Current Registrations
Cary Street Partners
Cary Street Partners
Cary Street PartnersBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Infinex Investments, INC.Broker
Infinex Investments, INC.
Bi Investments, LLC
Bi Investments, LLCBroker
Icba Financial Services CorporationBroker
State Registrations8 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.