CH
CH

Christopher Harp

22 Years of Experience
Chapel Hill, NC

Christopher Harp is a registered investment advisor at Ch Capital Management, based in Chapel Hill, NC, with 22 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, Retirement Planning. Their firm serves 30 clients with $11M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
30 clients
Average Client Portfolio
$378K average
Assets Under Management
$11.3M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.0M1.00%
$2.0M - $3.0M0.63%
$3.0M - $4.0M0.52%
$4.0M - $5.0M0.41%
$5M+0.26%

Fees are negotiable. Minimum annual fee of $5,000.

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

Chapel Hill, NC

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Ch Capital Management
September 2010 - Present · 15 yrs 8 mos
Previous Registrations
Securian Financial Services, INC.
April 2007 - August 2010 · 3 yrs 4 mos
Uvest Financial Services Group, INC.
January 2006 - April 2007 · 1 yr 3 mos
A. G. Edwards & Sons, INC.
January 2004 - January 2006 · 2 yrs
State Registrations2 states
NCSC
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.