CH
CFA
CH
CFA

Christopher Hurst

15 Years of Experience
Chicago, IL
1 Disclosure

Christopher Hurst is a CFA-designated registered investment advisor at Oak Mountain Advisors, based in Chicago, IL, 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 High Net Worth, Investment Management. Their firm serves 12 clients with $77M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
12 clients
Average Client Portfolio
$6.4M average
Assets Under Management
$76.6M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any10.00%

Fund investors pay a monthly management fee of 0.833% in advance. Separately managed account fees are negotiated at the inception of the relationship. Fees may be reduced or waived for certain accounts.

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

737 N Michigan Avenue, Suite 1570, Chicago, IL, 60611

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History

Regulatory History (1)
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Employment Separation After Allegations
October 2004
Employment History
Current Registrations
Oak Mountain Advisors
May 2014 - Present · 12 yrs 5 mos
Previous Registrations
Dune Capital
January 2005 - December 2005 · 11 mos
Neuberger Berman, LLC
December 2002 - November 2004 · 1 yr 11 mos
State Registrations1 state
IL
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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