Christopher Carrie is a registered investment advisor at Uptown Capital Advisors, based in Dallas, TX, with 11 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 140 clients with $150M 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 $250K | 0.95% |
| $250K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Advisory fees are negotiable for accounts over $10,000,000.
Fee Estimator
Location
2911 Turtle Creek Blvd, Suite 1100, Dallas, TX, 75219
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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 →Other Business Activities
Christopher is a managing member of K&C Capital-Allen LLC, operating as Kelly's at the Village restaurant, since 2011, spending about 10-40% of his time on management and financial tasks. He also works as an attorney, but this takes minimal time.
Employment History
Current Registrations
Uptown Capital Advisors
State Registrations2 states
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