Christopher Watts
Christopher Watts is a registered investment advisor at Blueprint Financial Advisors, based in Lexington, KY, 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 Financial Planning & Coaching, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 1,298 clients with $200M 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 $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.25% |
Assets less than $1,000,000 may be charged a quarterly minimum fee of $100. All fees are negotiable.
Fee Estimator
Location
1029 Monarch St, Unit 130, Lexington, KY, 40513
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2020Other Business Activities
Christopher is associated with Keystone Financial Group as a registered investment advisor and DBA for LPL business, dedicating a significant amount of time to these roles. He also owns Watts Family Properties LLC, a real estate rental business, and Bluegrass Investment Management, LLC, a DBA for LPL business.
Employment History
Current Registrations
Blueprint Financial Advisors
Maplewood Investments, INC.Broker
Maplewood Investments, INC.
Previous Registrations
Keystone Financial Group, LLC
LPL Financial LLCBroker
LPL Financial LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations1 state
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.