CH
CFA
CH
CFA

Christopher Harrington

17 Years of Experience
Overland Park, KS

Christopher Harrington is a CFA-designated registered investment advisor at Waterfront Wealth INC., based in Overland Park, KS, with 17 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 1 more. Their firm serves 730 clients with $890M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
730 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$890.0M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable and will not exceed 1.5%. An additional management fee of up to 0.65% applies to Waterfront Asset Management (WAM) individual stock and bond services.

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

6711 W 121st Street, Suite 200, Overland Park, KS, 66209

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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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Employment History
Current Registrations
Waterfront Wealth INC.
May 2017 - Present · 9 yrs
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
January 2016 - October 2020 · 4 yrs 9 mos
Wells Fargo Advisors Financial Network, LLC
January 2016 - October 2020 · 4 yrs 9 mos
Boyer & Corporon Wealth Management, LLC
June 2011 - November 2015 · 4 yrs 5 mos
E*trade Professional Trading, LLCBroker
October 2001 - July 2004 · 2 yrs 9 mos
State Registrations1 state
KS
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.