Christopher Woods is a CFP-designated registered investment advisor at Silvis Financial, based in Charlotte, NC, with 26 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 49 clients with $37M 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 $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.6M | 0.75% |
| $1.6M+ | 0.75% |
Wealth management services have a different fee schedule. When Altruist Model Marketplace or Schwab Model Market Center are used for Investment Management Services, Clients may pay an additional fee directly to Altruist Model Marketplace or Schwab Model Market Center. This is in addition to Silvis Financial’s fee described above. Altruist’s Model Marketplace and Schwab’s Model Market Center fees range between 0.00% and 1.00%.
Fee Estimator
Location
3540 Toringdon Way, Ste 200, Charlotte, NC, 28277
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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 →Employment History
Current Registrations
Silvis Financial
Previous Registrations
LPL Financial LLCBroker
Independent Financial Partners
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Cnl Securities CORP.Broker
Wells Investment Securities,inc.Broker
E*trade Securities, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations4 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.