Christopher Vasquez
Christopher Vasquez is a registered investment advisor at Lucien Stirling & Gray Advisory Group INC, based in Austin, TX, with 14 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, Retirement Planning. Their firm serves 147 clients with $150M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $8.0M | 0.80% |
| $8.0M - $12.0M | 0.60% |
| $12.0M - $15.0M | 0.50% |
| $15M+ | 0.40% |
Discounts apply to households with assets meeting specific custodian and billing criteria. Fees are generally not negotiable.
Fee Estimator
Location
7800 N. Mopac Expy, Suite 340, Austin, TX, 78759
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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 →Employment History
Current Registrations
Lucien Stirling & Gray Advisory Group INC
Previous Registrations
Lucien, Stirling & Gray Financial CorporationBroker
MML Investors Services, LLCBroker
State Registrations1 state
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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