Christopher Brown
Christopher Brown is a registered investment advisor at Kingswood Wealth Advisors, LLC, based in Franklin, TN, with 15 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 11,425 clients with $3.8B 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 | 2.50% |
Fees range up to 2.5% annually and are fully negotiable. Different financial advisors may utilize different fee schedules. A platform fee of up to 0.30% may also apply.
Fee Estimator
Location
3401 Mallory Lane Suite 238, Franklin, TN, 37067
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2016Other Business Activities
Christopher is a managing partner/president at Lifetrust Property Group, a real estate company, and manages investment in rental property, dedicating minimal time. He also serves as an expert witness, spending a few hours per week.
Employment History
Current Registrations
Kingswood Wealth Advisors, LLC
Kingswood Capital Partners, LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations24 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.
Exams
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