Christopher Miller is a registered investment advisor at South Pointe Advisors LLC, based in New York, NY, with 9 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, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
South Pointe Advisors charges up to 2.0% annually to manage your investments. The exact fee will be in your agreement. In rare cases, the fee may be negotiable. Fees are generally billed quarterly, in advance. South Pointe may recommend a third-party advisor to manage your investments. In this case, you will be charged two separate fees: one by South Pointe and one by the third-party advisor, but the combined fee will not exceed 3.00%. South Pointe's fee for recommending and monitoring a third-party advisor typically ranges from 0.50% to 1.50% annually, billed quarterly in advance.
Location
New York, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christopher is a managing member of Oak Bridge Royalties, a limited partnership sponsor and syndicator, since July 2015. He dedicates about half of his time to overseeing fundraising, deployment, and management of capital for Oak Bridge.
Employment History
Current Registrations
South Pointe Advisors LLC
Previous Registrations
Knott Asset Management, LLC
Lord, Abbett & CO. LLC
Fahnestock Asset Management
State Registrations2 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.