Christopher Taylor
Christopher Taylor is a CFP-designated registered investment advisor at Apex Strategic Wealth, LLC, based in Chattanooga, TN, with 14 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 604 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.25% |
| $1.0M - $2.0M | 1.80% |
| $2.0M - $5.0M | 1.55% |
| $5.0M - $25.0M | 1.00% |
| $25.0M - $50.0M | 0.90% |
| $50M+ | 0.80% |
Fees are blended across tiers. The firm imposes a minimum annual fee of $2,000 per household and may charge an annual technology fee of up to $65. Fees are negotiable.
Fee Estimator
Location
3800 St. Elmo Ave., Suite 129, Chattanooga, TN, 37409
Get directionsHistory
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 ActivitiesSells Insurance
Christopher is an agent for SolomonWood Financial Advisors, selling fixed insurance products including life, disability, long-term care, and health insurance, dedicating about 10% of his time. He also provides investment advisory services through Innovative Advisory Partners, LLC, spending nearly full-time hours on this activity.
Employment History
Current Registrations
Apex Strategic Wealth, LLC
Previous Registrations
Innovative Advisory Partners, LLC
Innovative Advisory Partners, LLC
LPL Financial LLCBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
State Registrations1 state
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
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