Brandon Christy
Brandon Christy is a PFS-designated registered investment advisor at Christy Capital Management, INC., based in Macon, GA, with 21 years of industry experience. Their practice areas include Education Planning, Estate Planning, Federal Employees, High Net Worth, and 4 more. Their firm serves 766 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The total annual fee in the subadvisor program is up to 1.8%, with Christy Capital Management receiving up to 1.5% and the third-party subadvisor receiving the remainder. Fees are negotiable.
Fee Estimator
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.
Exams
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