CD
CD
Christopher Dunlevy
17 Years of Experience
Flagstaff, AZ
2 Disclosures
Christopher Dunlevy is a registered investment advisor at Aspen Trail Wealth Management, LLC, based in Flagstaff, AZ, with 17 years of industry experience. Christopher 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 20 clients with $17M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
20 clients
Average Client Portfolio
$829K average
Assets Under Management
$16.6M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. The fee is 1.25% for existing clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Flagstaff, AZ
Get directionsHistory
Regulatory History (2)
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Customer Dispute
August 2023Settled
Customer Dispute
February 2022Settled
Employment History
Current Registrations
Aspen Trail Wealth Management, LLC
July 2015 - Present · 10 yrs 9 mos
Previous Registrations
Aspen Trail Wealth Management, LLC
July 2015 - December 2020 · 5 yrs 5 mos
Lincoln Financial Advisors Corporation
November 2013 - July 2015 · 1 yr 8 mos
Cuso Financial Services, L.P.
January 2009 - October 2013 · 4 yrs 9 mos
State Registrations2 states
AZTX
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.