Christopher Farver
Christopher Farver is a registered investment advisor at Claris Financial, LLC, based in Glen Allen, VA, 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 Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 551 clients with $290M 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 | 2.50% |
| $500K - $1000K | 2.25% |
| $1.0M - $5.0M | 2.00% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.50% |
Fees negotiable for accounts over $10,000,000. Claris offers programs which allow them to bring investment services to clients by using third-party or separate account managers. Clients electing a separate account manager will be charged the fee described in the Claris advisory agreement. A portion (ranging from .30% to .65%) of the total fee paid to Claris will be allocated to the Separate Account Manager.
Fee Estimator
Location
4510 Cox Rd., Suite 302, Glen Allen, VA, 23060
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2015Other Business ActivitiesSells Insurance
Christopher is appointed with multiple insurance carriers and offers insurance products. He dedicates minimal time to this activity.
Employment History
Current Registrations
Claris Financial, LLC
Previous Registrations
Triad Advisors LLCBroker
Claris Financial, LLC
The Main Street Group
LPL Financial LLCBroker
LPL Financial LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
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.