Christopher Meyers
Christopher Meyers is a registered investment advisor at Diversified Consumer Planning LLC, based in Virginia Beach, VA, with 15 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 50 clients with $9.7M 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 $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 0.95% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fee Estimator
Location
Virginia Beach, VA
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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 Founder and Principal of Vantage Point Analytics, offering corporate finance consulting and strategic advisory services since 2023. He spends about 10-20% of his time on this business, with a majority of the time spent during trading hours.
Employment History
Current Registrations
Diversified Consumer Planning LLC
Previous Registrations
Diversified Consumer Planning LLC
State Registrations3 states
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