Christopher Robinson Mullis
CM
Christopher Robinson Mullis
CM

Christopher Mullis

13 Years of Experience
Charlotte, NC

Christopher Mullis is a registered investment advisor at Northstar Capital Advisors LLC, based in Charlotte, NC, with 13 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 70 clients with $42M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
70 clients
Average Client Portfolio
$606K average
Assets Under Management
$42.4M

Fee Structure

Minimum Investment:$2M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.50%
$2.0M - $4.0M1.00%
$4.0M - $30.0M0.50%
$30.0M - $50.0M0.40%
$50M+0.30%

Fees are not negotiable.

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

Christopher Robinson Mullis
CM
Christopher Mullis

Location

Charlotte, NC

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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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Employment History
Current Registrations
Northstar Capital Advisors LLC
October 2013 - Present · 12 yrs 7 mos
Previous Registrations
Northstar Capital Advisors LLC
June 2009 - August 2010 · 1 yr 2 mos
State Registrations2 states
ALNC
Advisor

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.
Additional Information

Dr. Chris is a native Charlottean. He lives in the Queen City with his wife Rita and two children. When he’s not busy being a father, Chris volunteers with science outreach. He enjoys giving public lectures, visiting schools, and organizing hands-on demonstrations to promote awareness and understanding of science.

Christopher Robinson Mullis
CM
Contact
Christopher Mullis