Christopher Koehm
Christopher Koehm is a registered investment advisor at Ht Partners LLC, based in Centerbrook, CT, with 17 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 121 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HT Partners' annual fee for wealth management, financial planning, and portfolio management services ranges from 0.42% to 1.25% of your portfolio, depending on the level of service and the types of assets being managed. If HT Partners supervises special assets, they may charge an additional fee of up to 1.25%. Fees are directly debited from client accounts quarterly in advance.
Location
6 Main Street, Suite 312, Centerbrook, CT, 06409
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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 ActivitiesSells Insurance
Christopher is a CPA at a CPA firm since 1987, focusing on accounting and tax duties. He is also a managing member of Essex Insurance Group LLC, focusing on CPA management.
Employment History
Current Registrations
Ht Partners LLC
State Registrations1 state
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