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Christopher Kemper

24 Years of Experience
Mint Hill, NC
BrokerSells Insurance

Christopher Kemper is a registered investment advisor at Blueprint Financial Advisors, based in Mint Hill, NC, with 24 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 2,330 clients with $1.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
38 advisors
Number of Clients
2,330 clients
Average Client Portfolio
$607K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$400
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.75%
$1.0M - $2.0M1.50%
$2M+1.25%

All fees are negotiable. Assets are combined at the household level for determining the fee. Accounts under $1,000,000 may be subject to a quarterly minimum fee of $100.

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

4520 Mint Hill Village LN, Suite 104, Mint Hill, NC, 28227

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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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Other Business ActivitiesSells Insurance

Christopher is involved in several outside business activities, including being a member of a retail club, a cast member, and a fitness instructor. He is also an insurance agent with Blueprint Insurance Solutions and the President of Fulcrum Wealth Advisors, where he receives commissions from the sale of annuities and other investments.

Employment History
Current Registrations
Blueprint Financial Advisors
May 2023 - Present · 3 yrs 5 mos
Kingswood Capital Partners, LLCBroker
May 2023 - Present · 3 yrs 5 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
February 2014 - June 2023 · 9 yrs 4 mos
Cambridge Investment Research Advisors, INC.
February 2014 - June 2023 · 9 yrs 4 mos
Lincoln Financial Advisors Corporation
August 2002 - February 2014 · 11 yrs 6 mos
Lincoln Financial Advisors CorporationBroker
July 2002 - February 2014 · 11 yrs 7 mos
The Lincoln National Life Insurance CompanyBroker
July 2002 - May 2006 · 3 yrs 10 mos
State Registrations10 states
AZFLGAMDNCPASCTNVAWV
AdvisorBrokerBoth

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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