Christopher Jones
Christopher Jones is a CFP-designated registered investment advisor at Carolina Financial Advisors, INC., based in Greensboro, NC, with 13 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 2 more. Their firm serves 474 clients with $240M 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 | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,000. Stated ranges indicate maximums up to 2.5% depending on the tier.
Fee Estimator
Location
100 East Lake Dr., Suite 100, Greensboro, NC, 27403
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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 owner of a public accounting practice, spending about half his time on it. He is also the owner of Carolina Financial Advisors and the majority owner of Retirement Plan Management, Inc., both fee-based investment advisory firms, each taking about a quarter of his time.
Employment History
Current Registrations
Carolina Financial Advisors, INC.
State Registrations1 state
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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