Christopher Perkins is a registered investment advisor at Biltmore Family Office, LLC, based in Charlotte, NC, with 15 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 83 clients with $3.2B 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 $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25M+ | 0.50% |
Fee Estimator
Location
500 East Boulevard, Charlotte, NC, 28203
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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 a board member and co-chair of the planned giving committee for the Boys and Girls Clubs of Volusia and Flagler Counties. He dedicates minimal time to attending meetings and overseeing the nonprofit's investment advisor.
Employment History
Current Registrations
Biltmore Family Office, LLC
Previous Registrations
Genspring Family Offices, LLC
Suntrust Investment Services, INC.
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.