CP
CP

Christopher Elliott Pate

14 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningTax PlanningCharitable GivingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
921 clients
Average Client Portfolio
$4.9M average
Assets Under Management
$4.5B

Fee Structure

Minimum Investment:$5M
Financial Planning:Included in AUM fee
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Location

3100 W. Seventh St., Suite 300, Fort Worth, TX, 76107

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Christopher is a Managing Director at Western Commerce Group, LLC, a holding company of a broker/dealer, since 2009. He dedicates a few hours per week to private equity duties.

Employment History
Current Registrations
True North Advisors, LLC
February 2019 - Present · 7 yrs
Previous Registrations
Western Research and Management, L.L.C.
August 2011 - May 2019 · 7 yrs 9 mos
Western Strategic Advisors, L.L.C.Broker
May 2011 - February 2019 · 7 yrs 9 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.