Christopher Hatfield
Christopher Hatfield is a CFP-designated registered investment advisor at Defined Wealth Management, LLC, based in Beaverton, OR, 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 Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 4 more. Their firm serves 154 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Defined Wealth Management charges an annual fee based on the value of your portfolio. The fee is assessed quarterly in advance, based on the prior month-end value. The annual fee ranges from 0.30% to 1.50%. Fees can be structured as a fixed percentage, a tiered schedule, or a linear schedule.
Location
8625 SW Cascade Ave., Suite 410, Beaverton, OR, 97008
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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.
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Christopher is a volunteer board member for the South Portland Business Association. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Defined Wealth Management, LLC
Previous Registrations
True Private Wealth Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Cri Securities, LLC
Securian Financial Services, INC.
State Registrations1 state
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