Christian Hertl
Christian Hertl is a CFP-designated registered investment advisor at Aa Financial Advisors, LLC, based in Columbus, OH, with 21 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 814 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum annual fee for the Portfolio Management Program is 1.50% of assets, which is subject to negotiation and can vary from client to client.
Fee Estimator
Location
150 E. Broad St., Suite 100, Columbus, OH, 43215
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2007Other Business ActivitiesSells Insurance
Christian is an Investment Advisor Representative reviewing models for AA Financial Advisors / The Cricket Company, dedicating about half his time to this. He also helps clients buy life insurance and service existing policies at Antolino & Associates, spending about 10-20% of his time on this.
Employment History
Current Registrations
Aa Financial Advisors, LLC
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Walnut Street Securities, INC.Broker
State Registrations3 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.