Christopher Hambacher is a registered investment advisor at Financial Directions LLC, based in Tucson, AZ, with 15 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,344 clients with $670M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Directions LLC primarily charges a percentage of the value of your portfolio each year. However, retainer fees can also be negotiated. The percentage charged decreases as the value of your portfolio increases:
- First $1,000,000: 1.00%
- $1,000,001 - $3,000,000: 0.6% - 1.00%
- Over $3,000,000: 0.5% - Negotiable
- Over $5,000,000: Negotiable
For accounts under a retainer, the fees are:
- $0 - $150,000: $100 - $1500 per year
- $150,001 - $1,000,000: $1500 - $10,000 per year
- $1,000,000 - $3,000,000: $10,000 - $15,000 per year
- Over $3,000,000: $15,000 - Negotiable per year
- Over $5,000,000: Negotiable per year
Location
1228 East Prince Road, Tucson, AZ, 85719
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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.
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Christopher works as an Investment Advisor Representative (IAR) at Financial Directions LLC, assisting office staff and servicing client accounts. This activity takes Christopher full-time hours.
Employment History
Current Registrations
Financial Directions LLC
Previous Registrations
Triad Advisors LLCBroker
State Registrations1 state
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