Christopher Fidler is a registered investment advisor at Lanark Financial, INC., based in Tampa, FL, with 21 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 Corporate Executives, Education Planning, Estate Planning, Federal Employees, and 6 more. Their firm serves 3,576 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Advisory fees generally range from 0.50% to 2.50% annually based on the investment manager selected, portfolio size, and complexity. Fees are negotiable.
Fee Estimator
Location
5401 W. Kennedy Blvd, Suite 460, Tampa, FL, 33609
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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 owns JBF Concepts LLC, a real estate investment company, dedicating about 10-20% of his time. He also owns PAW Holdings Group LLC, another real estate investment company, spending a few hours per week. Finally, he is involved in e-commerce sales through 99 ECOM LLC.
Employment History
Current Registrations
Lanark Financial, INC.
Lanark Financial, INC.Broker
Previous Registrations
Jhs Capital Advisors, LLC
Jhs Capital Advisors, LLCBroker
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
State Registrations5 states
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
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