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Christopher Kurtz

25 Years of Experience
Fairfield Township, OH
1 Disclosure

Christopher Kurtz is a registered investment advisor at Redhawk Wealth Advisors, INC., based in Fairfield Township, OH, with 25 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 5 more. Their firm serves 3,205 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
43 advisors
Number of Clients
3,205 clients
Average Client Portfolio
$454K average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Maximum annual fee is 1.75%. Starter accounts with less than $5,000 in assets are assessed a flat annual fee of $50. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7924 Jesse Way, Suite A, Fairfield Township, OH, 45011

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History

Regulatory History (1)
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Customer Dispute
December 2016
Settled
Employment History
Current Registrations
Redhawk Wealth Advisors, INC.
June 2017 - Present · 9 yrs 4 mos
Previous Registrations
AXA Advisors, LLC
January 2003 - February 2017 · 14 yrs 1 mo
AXA Advisors, LLCBroker
August 2000 - February 2017 · 16 yrs 6 mos
State Registrations3 states
KYOHTX
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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