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Christopher Horvath

13 Years of Experience
Tampa, FL

Christopher Horvath is a registered investment advisor at Taiber, Kosmala & Associates, LLC, based in Tampa, FL, 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 Investment Management. Their firm serves 6 clients with $500M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$499.8M

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
  • Investment Policy and Strategy: Generally ranges from $10,000 to $30,000, determined by the size, nature, and complexity of the client's account.
  • Investment Manager Search: Generally ranges from $10,000 to $30,000 per manager search, determined by the size, nature, and complexity of the client's account.
One-Time Plan:$10,000 - $30,000
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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Taiber, Kosmala & Associates, LLC
March 2020 - Present · 6 yrs 2 mos
Previous Registrations
Strategic Planning Group, INC.
November 2017 - February 2020 · 2 yrs 3 mos
Afferent Investments, LLC
February 2016 - March 2017 · 1 yr 1 mo
Precision Capital Management
September 2015 - March 2017 · 1 yr 6 mos
Fusion Capital Management
August 2012 - September 2017 · 5 yrs 1 mo
State Registrations1 state
IL
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.