Christopher Fredrick Daunhauer
Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Contact
Christopher Fredrick Daunhauer
Location
8825 Perimeter Park Blvd., Suite 304, Jacksonville, FL, 32216
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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 non-paid director for his wife's medical practice, dedicating about 10-20% of his time to tasks such as computer maintenance and recordkeeping. He is also a managing member of Old Plank Partners, LLC, a rental property management company, spending a few hours per week on this business.
Employment History
Current Registrations
Trustwell Financial Advisors, LLC
State Registrations2 states
Exams
Additional Information
Chris is a Florida native and he's been a Certified Financial Planner® professional since 2004. With a background in banking and finance, he's been a statistician for several large Jacksonville corporations, a university instructor, and a business owner and investor since 1996. He gives his clients the practical financial advice he wishes he had received.Chris served in the US Army from 1987 to 1991, including combat service in Operation Desert Storm, after which he returned to complete his university education. He holds a liberal arts degree from the University of Central Florida, graduate degrees in education (MEd) and in business (MBA) from the University of Florida, and a certificate in financial planning from FSCJ.