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Christopher Farmer

23 Years of Experience
Columbus, OH
1 DisclosureBroker

Christopher Farmer is a registered investment advisor at Vanderbilt Advisory Services, based in Columbus, OH, with 23 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 6,470 clients with $2.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
166 advisors
Number of Clients
6,470 clients
Average Client Portfolio
$326K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$90
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.50%
$100K - $250K2.25%
$250K - $500K2.00%
$500K - $1.0M1.75%
$1.0M - $2.0M1.50%
$2.0M - $5.0M1.25%
$5.0M - $10.0M1.00%
$10M+0.75%

Firm also offers threshold billing, flat percentage, and flat annual fee structures. Fees are negotiable.

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

Columbus, OH

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History

Regulatory History (1)
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Customer Dispute
August 2013
Denied
Other Business Activities

Christopher is a licensed social worker at The Center for Family Resolution, providing therapy, counseling, coaching, mediation, and mental health services. This activity takes about 10% of his time during regular business hours.

Employment History
Current Registrations
Vanderbilt Securities, LLCBroker
July 2024 - Present · 2 yrs 3 mos
Vanderbilt Advisory Services
July 2024 - Present · 2 yrs 3 mos
Previous Registrations
Tiaa-Cref Individual & Institutional Services, LLCBroker
June 2017 - May 2024 · 6 yrs 11 mos
Advice and Planning Services
June 2017 - May 2024 · 6 yrs 11 mos
Fifth Third Securities, INC.
March 2011 - June 2017 · 6 yrs 3 mos
Fifth Third Securities, INC.Broker
March 2011 - June 2017 · 6 yrs 3 mos
The Huntington Investment Company
December 2009 - February 2011 · 1 yr 2 mos
The Huntington Investment CompanyBroker
December 2009 - February 2011 · 1 yr 2 mos
Fifth Third Securities, INC.
February 2006 - December 2009 · 3 yrs 10 mos
Fifth Third Securities, INC.Broker
June 2004 - December 2009 · 5 yrs 6 mos
PFS Investments INC.Broker
January 2003 - March 2004 · 1 yr 2 mos
State Registrations5 states
ALCAFLOHVA
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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