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Christopher Hussar

19 Years of Experience
Birmingham, AL

Christopher Hussar is a registered investment advisor at Navigate 401k, LLC, based in Birmingham, AL, with 19 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 80 clients with $320M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
80 clients
Average Client Portfolio
$4.0M average
Assets Under Management
$317.9M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.5M0.88%
$2.5M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10M+0.40%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2850 19th Street South, Suite 350, Birmingham, AL, 35209

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Christopher is a managing partner at Accelerated Partners, LLC, making direct investments into privately held companies, dedicating about 10-20% of his time. He is also a managing member of Fuse Partners, LLC, Fuse Partners II, LLC, and Navigate Private Fund Advisors, LLC, but has passive investment roles and minimal involvement in these entities.

Employment History
Current Registrations
Navigate 401k, LLC
July 2020 - Present · 5 yrs 10 mos
Previous Registrations
Securities America Advisors, INC.
November 2012 - July 2016 · 3 yrs 8 mos
Securities America, INC.Broker
November 2012 - July 2016 · 3 yrs 8 mos
LPL Financial LLC
December 2011 - December 2012 · 1 yr
LPL Financial LLCBroker
December 2011 - December 2012 · 1 yr
Northwestern Mutual Investment Services,llc
September 2010 - September 2011 · 1 yr
Northwestern Mutual Investment Services, LLCBroker
September 2010 - September 2011 · 1 yr
Northwestern Mutual Investment Services,llc
April 2007 - December 2009 · 2 yrs 8 mos
Northwestern Mutual Investment Services, LLCBroker
April 2001 - December 2009 · 8 yrs 8 mos
Robert W. Baird & CO. IncorporatedBroker
April 2001 - January 2002 · 9 mos
State Registrations1 state
AL
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.
Christopher Hussar - Financial Advisor | TrueAdvisor