Christopher Yandell
Christopher Yandell is a CFP-designated registered investment advisor at Yandell Investments, LLC, based in Orlando, FL, with 23 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 118 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Yandell Investments offers asset management services through various programs, charging an annual fee based on a percentage of the value of your portfolio. The specific fees and schedules vary depending on the program you choose. The maximum fees are listed in the brochure, but certain programs may have lower maximums. Fees are typically paid quarterly in advance. Yandell Investments' management fees are negotiable.
Location
626 West Yale Street, Orlando, FL, 32804
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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
Christopher is the 100% owner and president of Yandell & Company P.A., which facilitates securities, advisory, and insurance business, taking up nearly all of his time. He also dedicates minimal time to fixed insurance sales.
Employment History
Current Registrations
Yandell Investments, LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Invest Financial CorporationBroker
Charles Schwab & CO., INC.Broker
State Farm Vp Management CORP.Broker
Quick & Reilly, INC.Broker
Advantage Trading Group, INC.Broker
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.