Christopher Felton
Christopher Felton is a registered investment advisor at Your Ia, LLC, based in Palm Beach Gardens, FL, 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 Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.20% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.80% |
Your IA reserves the right to amend the total advisory fee charged on a case-by-case basis. The IAR may choose not to assess an advisory fee upon our discretion.
Fee Estimator
Location
Palm Beach Gardens, FL
Get directionsHistory
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 ActivitiesSells Insurance
Christopher is involved in various business activities, including real estate, teaching/coaching, and authoring books. He also sells non-variable insurance and is an IAR with Summit Global Investments, LLC.
Employment History
Current Registrations
Your Ia, LLC
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Summit Global Investments, LLC
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Investment Advisors International, INC.
Intersecurities, INC.
World Group Securities, INC.Broker
Wma Securities, INC.Broker
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.