CK
CFA
CK
CFA

Christy Kong-Eaton

14 Years of Experience
Crested Butte, CO

Christy Kong-Eaton is a CFA-designated registered investment advisor at Red Lady Capital Management, LLC, based in Crested Butte, CO, with 14 years of industry experience. Christy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 155 clients with $88M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
155 clients
Average Client Portfolio
$567K average
Assets Under Management
$87.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $1.0M1.00%
$1.0M - $2.0M0.85%
$2.0M - $5.0M0.75%
$5M+0.65%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

510 Elk Ave. Unit 2, Crested Butte, CO, 81224

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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.

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Employment History
Current Registrations
Red Lady Capital Management, LLC
February 2012 - Present · 14 yrs 3 mos
State Registrations1 state
CO
Advisor

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
No exam information available for this advisor.
Christy Kong-Eaton - Financial Advisor | TrueAdvisor