Christopher Abbott is a CFA-designated registered investment advisor at 1035 Capital Management LLC, based in Marthasville, MO, with 6 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 24 clients with $4.7M 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 $100K | 1.50% |
| $100K - $250K | 1.40% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.20% |
| $1.0M - $5.0M | 1.10% |
| $5M+ | 1.00% |
Fees are negotiable. The advisory fee is non-tiered and the annualized fee percentage identified below represents the fee applied to the entire account value and based on the account value as of the last business day of the previous quarter. Institutional rates are different.
Fee Estimator
Location
Marthasville, MO
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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 Activities
Christopher is an adjunct professor at Lindenwood University since 2018. He also owns DL Financial, which provides back office support for financial advisors, since 2018.
Employment History
Current Registrations
1035 Capital Management LLC
Previous Registrations
Waddell & Reed, INC.
State Registrations2 states
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