Chris Massenburg
Chris Massenburg is a registered investment advisor at Openair Financial, LLC, based in Dallas, TX, with 11 years of industry experience. Chris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 860 clients with $320M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees for amounts over $5,000,000 are negotiable. Fees are billed quarterly in advance.
Fee Estimator
Location
17000 Dallas Pkwy, Suite 102, Dallas, TX, 75248
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
Chris is an insurance agent with Openair Advisory in Rockwall, TX since May 2019. This activity takes a few hours per week, including some time during securities trading hours.
Employment History
Current Registrations
Openair Financial, LLC
Previous Registrations
Lake Point Wealth Management, LLC
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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