Christopher Godfrey is a CFA-designated registered investment advisor at Headwaters Capital, based in Atlanta, GA, with 5 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 38 clients with $12M 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 | 0.75% |
Annual management fee is 1.25% for non-qualified clients and 0.75% for qualified clients. Some clients may also pay a performance-based fee.
Fee Estimator
Location
3225 Cumberland Blvd, Suite 100, Atlanta, GA, 30339
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Headwaters Capital
State Registrations2 states
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