Christopher Harless
Christopher Harless is a registered investment advisor at St. Bernard Financial Services, INC., based in Edmond, OK, with 19 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 798 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 $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees for accounts over $5 million are negotiable. Clients may alternatively choose a flat fee to be negotiated.
Fee Estimator
Location
732 N Santa Fe Ave., Suite B, Edmond, OK, 73034
Get directionsHistory
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 partner at A New Level Strategies LLC, focusing on portfolio management, dedicating nearly full-time hours to this role. He also owns Canopy Wealth Strategies, LLC, formed for tax purposes with minimal time commitment.
Employment History
Current Registrations
St. Bernard Financial Services, INC.Broker
St. Bernard Financial Services, INC.
World Investment Advisors, LLC
Previous Registrations
Pensionmark Securities, LLCBroker
Capfinancial Securities, LLC.Broker
Pks Advisory Services, LLC
Purshe Kaplan Sterling InvestmentsBroker
Advisoralliance, LLC
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.
Exams
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