CD
CD

Christopher Denholm

21 Years of Experience
Fairlawn, OH
Sells Insurance

Christopher Denholm is a registered investment advisor at Objective Capital Management, LLC, based in Fairlawn, OH, with 21 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, Investment Management. Their firm serves 271 clients with $300M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
271 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$304.7M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.50%
$2.0M - $15.0M1.00%
$15M+0.85%

Advisory fee is negotiable depending on individual client circumstances. OCM may combine the account values of family members living in the same household to determine the applicable advisory fee.

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

3070 W. Market St, Suite 202, Fairlawn, OH, 44333

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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 an IAR of Objective Capital Management since 2011, dedicating nearly full-time hours to this role. He also sells insurance through affiliated and unaffiliated agencies since 2003, dedicating a few hours per week. Christopher also executes futures/commodities through Interactive Brokers.

Employment History
Current Registrations
Objective Capital Management, LLC
January 2011 - Present · 15 yrs 4 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - January 2011 · 1 yr 7 mos
Morgan Stanley & CO. Incorporated
May 2007 - June 2009 · 2 yrs 1 mo
UBS Financial Services INC.
March 2005 - March 2006 · 1 yr
Merrill Lynch Pierce Fenner & Smith INC.
October 2003 - March 2005 · 1 yr 5 mos
State Registrations1 state
OH
Advisor

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.