Christopher Files is a registered investment advisor at Van Ray Wealth Management, based in Edmonds, WA, with 7 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 26 clients with $14M in assets under management.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.40% |
Fees negotiable for accounts over $10,000,001. Third-Party Adviser’s fee is up to 0.46% and will be collected at the same time.
120 West Dayton Street, Suite B-6, Edmonds, WA, 98020
Get directionsChristopher is an insurance brokerage manager and insurance agent at Van Winkle Agency since 2011, dedicating nearly full-time hours to this role. He also owns Van Ray Financial and manages rental listings for personal property, spending about 10-20% of his time on this non-investment related activity.
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.