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Christopher Brown

Savant Wealth Management
24 Years of Experience
Huntersville, NC
1 Disclosure
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Christopher Brown is a registered investment advisor at Savant Wealth Management, based in Huntersville, NC, with 24 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 24,034 clients with $56B in assets under management.

Savant Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
403 advisors
Number of Clients
24,034 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$55.6B

Fee Structure

Minimum Investment:$300K
Planning is included in investment management (also available separately)

Savant Wealth Management's fees for investment management range from 0.50% to 1.50% annually, based on the amount you invest and the complexity of services. There are annual minimum fees, and clients with lower amounts invested may pay a higher percentage. Savant typically requires at least $300,000 to open an investment portfolio.

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Location

13801 Reese Boulevard, Suite 155, Huntersville, NC, 28078

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History

Regulatory History (1)
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Customer Dispute
April 2015
Settled
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Other Business Activities

Christopher owns and manages single-family home rental properties since 2005, dedicating minimal time to this activity. He is also a 50% owner and Member/Manager of Cornerstone Property Management, LLC, a rental real estate business, spending minimal time as a property manager.

Employment History
Current Registrations
Savant Wealth Management
April 2026 - Present · 6 mos
Previous Registrations
Exencial Wealth Advisors
June 2020 - April 2026 · 5 yrs 10 mos
Willingdon Wealth Management LLC
December 2015 - July 2020 · 4 yrs 7 mos
Portfolio Capital Management INC
September 2015 - February 2016 · 5 mos
Investment Professionals, INC.
September 2013 - August 2015 · 1 yr 11 mos
LPL Financial LLC
September 2012 - September 2013 · 1 yr
Wells Fargo Advisors, LLC
October 2008 - September 2012 · 3 yrs 11 mos
Citigroup Global Markets INC.
July 2002 - November 2008 · 6 yrs 4 mos
American Express Financial Advisors, INC.
December 2001 - July 2002 · 7 mos
State Registrations1 state
NC
Advisor

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.

Exams
No exam information available for this advisor.
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