Christopher Long
Christopher Long is a CFA, CFP-designated registered investment advisor at Intentional Wealth Strategies, based in Colorado Springs, CO, 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 Education Planning, Insurance Planning, Retirement Planning. Their firm serves 157 clients with $140M 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 | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3M+ | 0.90% |
Fees negotiable above $3,000,000.
Fee Estimator
Location
1125 Kelly Johnson Blvd., Suite 111, Colorado Springs, CO, 80920
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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 →Employment History
Current Registrations
Intentional Wealth Strategies
Previous Registrations
Intentional Wealth Strategies
Intentional Wealth Strategies
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Personal Capital Advisors Corporation
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations2 states
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