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Christopher Kemper

23 Years of Experience
BrokerSells Insurance

Christopher Kemper is a registered investment advisor at Blueprint Financial Advisors, based in Charlotte, NC, with 23 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 1,298 clients with $200M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
1,298 clients
Average Client Portfolio
$155K average
Assets Under Management
$201.5M

Fee Structure

Minimum Annual Fee:$400
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.75%
$1.0M - $2.0M1.50%
$2M+1.25%

Assets less than $1,000,000 may be charged a quarterly minimum fee of $100. All fees are negotiable.

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

1100 Kenilworth Ave, Suite 210, Charlotte, NC, 28204

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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 · 2 yrs 11 mos
Kingswood Capital Partners, LLCBroker
May 2023 - Present · 2 yrs 11 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.