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Christopher Fasy

16 Years of Experience
Dallas, TX
Broker

Christopher Fasy is a registered investment advisor at Advisor Resource Council, based in Dallas, TX, with 16 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, Charitable Giving, Corporate Executives, Education Planning, and 5 more. Their firm serves 11,836 clients with $3.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
85 advisors
Number of Clients
11,836 clients
Average Client Portfolio
$295K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:$500
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum annual fee shown for the wrap fee program is 2.50%, and traditional asset management is 2.25%. Flat annual fee schedules are also available.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

13624 Gamma Rd, Dallas, TX, 75244

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Christopher operates under the DBAs 360 Wealth Management and Advisor Resource Council, providing investment advisory services, dedicating nearly full-time hours to these activities. He also has a business entity for tax/investment purposes and owns rental real estate, spending minimal time on each.

Employment History
Current Registrations
Advisor Resource Council
December 2020 - Present · 5 yrs 10 mos
LPL Financial LLCBroker
December 2020 - Present · 5 yrs 10 mos
Previous Registrations
VALIC Financial Advisors, INC.
May 2010 - December 2020 · 10 yrs 7 mos
VALIC Financial Advisors, INC.Broker
May 2010 - December 2020 · 10 yrs 7 mos
Edward Jones
May 2009 - November 2009 · 6 mos
Edward JonesBroker
May 2009 - November 2009 · 6 mos
State Registrations8 states
AZFLIDNMORPATXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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