Christopher Welsh is a CFP-designated registered investment advisor at Lorintine Capital, based in Dallas, TX, with 15 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 49 clients with $72M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be up to 2% for specialty products and strategies. Fees are negotiable for clients with accounts of sufficient size.
Fee Estimator
Location
5477 Glen Lakes Dr., Suite 120, Dallas, TX, 75231
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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
Christopher is a partner at the Law Offices of Christopher Welsh, PLLC, a business litigation and transaction firm, dedicating about a quarter of his time. He also writes for SteadyOptions.com, an informational website about trading options, spending a few hours per week on this activity.
Employment History
Current Registrations
Lorintine Capital
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.