Christopher Stooksbury
Christopher Stooksbury is a registered investment advisor at Beacon Hill Wealth Management LTD, based in Victoria, Bc, with 16 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 183 clients with $110M 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.45% |
Fees may be negotiable.
Fee Estimator
Location
1133 Fort Street, Victoria, Bc, V8V 3K9
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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 Activities
Christopher is the secretary of Battery Street Holdings, a holding company. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Beacon Hill Wealth Management LTD
Previous Registrations
Beacon Hill Wealth Management LTD
Raymond James (USA) LTD.Broker
Citigroup Global Markets INC.Broker
State Registrations1 state
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