Christopher Pompey
Christopher Pompey is a CFP-designated registered investment advisor at Strategic Advisers LLC, based in Charlotte, NC, with 19 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, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
4611 Sharon Rd, Two Coltsgate, Charlotte, NC, 28211-3529
Get directionsHistory
Regulatory History (3)
Financial
January 2026Financial
May 2025Judgment / Lien
January 2016Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Alight Financial Advisors, LLC
Alight Financial Solutions, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.Broker
Tiaa-Cref Individual & Institutional Services, LLCBroker
1717 Capital Management CompanyBroker
Mony Securities CorporationBroker
State Registrations51 states
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