Christopher Gauthier
Christopher Gauthier is a CFP-designated registered investment advisor at Proactive Financial Solutions 360, LLC, based in North Attleboro, MA, with 6 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 90 clients with $17M 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 - $750K | 1.10% |
| $750K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.30% |
The annual fee is negotiable. Clients may pay an additional fee of no more than 0.15% per year dependent upon the sub-advisor being utilized.
Fee Estimator
Location
500 E. Washington St, #23, North Attleboro, MA, 02760
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Proactive Financial Solutions 360, LLC
State Registrations2 states
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