Christian Hermo is a registered investment advisor at Christian A. Hermo LLC, based in Nashville, TN, with 16 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 11 clients with $1.2M 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 $100K | 1.50% |
| $100K - $300K | 1.20% |
| $300K - $750K | 1.00% |
| $750K+ | 0.85% |
Fees are negotiable.
Fee Estimator
Location
Nashville, TN
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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
Christian works as a data analyst at HCA, dedicating full-time hours to this role. His duty involves pulling data from hospital records, and this activity is not investment-related.
Employment History
Current Registrations
Christian A. Hermo LLC
Previous Registrations
Waddell & Reed, INC.
Signator Investors, INC.
State Registrations1 state
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.