Christian Cyr is a CFP-designated registered investment advisor at Cyr Financial INC., based in Hennepin, IL, with 13 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 472 clients with $180M 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 | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $7.5M | 0.55% |
| $7.5M+ | 0.40% |
Fees may be negotiable at the sole discretion of the Advisor. Certain legacy Client relationships may have a fee schedule that differs from the table above.
Fee Estimator
Location
220 E High St, Suite 102, Hennepin, IL, 61327
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
Christian owns Cyr Financial, where he works as an agent offering property casualty, life, health, and group fixed insurance. He also owns a CPA and bookkeeping firm, as well as commercial rental property.
Employment History
Current Registrations
Cyr Financial INC.
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Sii Investments, INC.
Sii Investments, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
State Registrations3 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.