Christopher Jones is a registered investment advisor at Sparrow Wealth Management, based in Orlando, FL, with 19 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 64 clients with $140M 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 $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fee schedule is negotiable based upon portfolio size and other business considerations.
Fee Estimator
Location
6900 Tavistock Lakes Blvd, Suite 400, Orlando, FL, 32827
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Sparrow Wealth Management
Previous Registrations
Keystone Financial Planning
State Registrations3 states
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