Christopher Ward is a CFP-designated registered investment advisor at Entrypoint Wealth Management, based in Cincinnati, OH, with 20 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, Business Owners, Education Planning, Estate Planning, and 7 more. Their firm serves 22 clients with $22M 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 - $2.5M | 0.80% |
| $2.5M+ | 0.65% |
Fees are subject to a $2,500 minimum annual fee. Individual investors must engage in financial planning as a prerequisite to investment management.
Fee Estimator
Contact
Christopher Ward
Location
4030 Smith Road, Ste 200, Cincinnati, OH, 45209
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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 CFO of CTBW LLC dba Biggby Coffee, a coffee shop, since June 2018. He spends minimal time overseeing accounting operations and preparing reports.
Employment History
Current Registrations
Entrypoint Wealth Management
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
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.
Exams
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