Christopher Price is a ChFC-designated registered investment advisor at Investment Advisor Group, based in Hancock, NY, with 16 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, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 124 clients with $81M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The standard annual fee is 1.25% of assets under management, capped at 2% when utilizing third-party managers. Certain third-party strategies add an extra 0.50%. Fees are negotiable.
Fee Estimator
Location
Hancock, NY
Get directionsHistory
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 a representative at Delaware County NY Local Development Corp (LDC) since June 2024, a non-compensated position. He spends minimal time outside trading hours reviewing business requests for financing and promoting business opportunities.
Employment History
Current Registrations
Investment Advisor Group
Previous Registrations
The Investment Advisor Alliance LLC
State Registrations4 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.