Christine M Nutt
CN
CFP
Christine M Nutt
CN
CFP

Christine M Nutt

17 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
412 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$847.0M

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.20%
$2.0M - $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.50%

Minimum $12,000 annual fee or $3,000 per quarter on portfolios with investable assets valued under $1,000,000. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$12,000
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Contact

Christine M Nutt
CN
Christine M Nutt

Location

215 Rock Prairie Rd., College Station, TX, 77845

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Paragon Financial Advisors
February 2016 - Present · 10 yrs
Previous Registrations
Securities America Advisors, INC.
August 2015 - February 2016 · 6 mos
Securities America, INC.Broker
April 2015 - February 2016 · 10 mos
Franklin, Turner & Welch LLC
June 2009 - June 2011 · 2 yrs
H.D. Vest Advisory Services, INC
October 2006 - May 2009 · 2 yrs 7 mos
H.D. Vest Investment ServicesBroker
September 2006 - May 2009 · 2 yrs 8 mos
H.D. Vest Advisory Services, INC
June 2004 - June 2006 · 2 yrs
H.D. Vest Investment ServicesBroker
May 2004 - February 2006 · 1 yr 9 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Additional Information

Christine earned a Bachelor of Science from Texas A&M University and a Master of Business Administration from the McCombs School of Business at the University of Texas, at Austin. She completed the Personal Financial Planning Program at the University of St. Thomas in Houston and obtained the CERTIFIED FINANCIAL PLANNER™ designation in 2007. She is also a member of the Financial Planning Association.

Christine M Nutt
CN
Contact
Christine M Nutt