Christopher Reed is a registered investment advisor at Financial Action, INC., based in Monument, CO, 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 Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 479 clients with $100M 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 | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.65% |
Fees are negotiable at the firm's discretion. Related client accounts may be aggregated for fee calculation purposes.
Fee Estimator
Location
283 Washington St, Monument, CO, 80132
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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.
Learn about disclosures →Other Business Activities
Christopher is the owner of Paragon Capital, LLC and spends nearly full-time on this activity. He also owns Raton Gas Transmission, a utilities company, dedicating nearly full-time to it as well.
Employment History
Current Registrations
Financial Action, INC.
State Registrations2 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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