Christopher Cheney
Christopher Cheney is a CFP, ChFC-designated registered investment advisor at Twin Peaks Wealth Management LLC, based in Cottonwood Heights, UT, 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 Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 50 clients with $46M 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 $500K | 1.10% |
| $500K - $1.0M | 1.05% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.90% |
Fees may be negotiable in limited circumstances. Additional fees may be incurred if using the Nucleus model marketplace: Strategist Fee (0.00% - 1.00%) and Platform Fee (0.15%).
Fee Estimator
Location
2825 East Cottonwood Parkway, Suite 500, Cottonwood Heights, UT, 84121
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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 →Employment History
Current Registrations
Twin Peaks Wealth Management LLC
Previous Registrations
Northwestern Mutual Investment Services,llc
State Registrations1 state
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