Brandon Christy
Brandon Christy is a PFS-designated registered investment advisor at Christy Capital Management, INC., based in Macon, GA, with 20 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 757 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CCM uses third-party managers to manage client investments. The total annual fee for asset management services will be no more than 1.8% of the account value. CCM receives up to 1.5% of this fee, with the subadvisor receiving the remainder. This fee is deducted directly from the client's account. Clients may also incur additional fees such as transaction fees, broker commissions, ETF fees, and mutual fund fees.
Location
2939 McManus Road, Macon, GA, 31220
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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 ActivitiesSells Insurance
Brandon is individually licensed to sell fixed insurance products. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Christy Capital Management, INC.
Previous Registrations
Christy Capital Management, INC.
Spc
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.