Chris Berkel is a registered investment advisor at Cirrus Capital LLC, based in Edmond, OK, with 5 years of industry experience. Chris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 333 clients with $170M 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 | 2.00% |
The annual management fee is negotiable up to 2.00% depending on the size and complexity of your account. Sub-advisory and retirement plan consulting services are charged at a flat 0.50% annual fee.
Fee Estimator
Location
2309 S. Kelly Ave, Suite 100, Edmond, OK, 73013
Get directionsHistory
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 ActivitiesSells Insurance
Chris is an insurance agent selling accident, health, and sickness insurance, dedicating about a quarter of his time to this activity. He also owns Axis Financial, offering advisory services through Cirrus Capital as an investment advisor representative.
Employment History
Current Registrations
Cirrus Capital LLC
Previous Registrations
Fundteq
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
More Advisors
- John Leclercq, CFACirrus Capital LLC
- G Fransen, ChFC
- Larry Awbrey, CFP
- John Mitchell, CFPAdvisor Resource Council
- Melinda Warren, CFPHughes Warren, INC.
- Rayburn Brooks, CFPUnited Planners' Financial Services of America a Limited Partner