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Christopher Vasquez

13 Years of Experience
Austin, TX

Christopher Vasquez is a registered investment advisor at Lucien Stirling & Gray Advisory Group INC, based in Austin, TX, with 13 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 145 clients with $130M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
145 clients
Average Client Portfolio
$903K average
Assets Under Management
$130.9M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $2.0M1.25%
$2.0M - $5.0M1.00%
$5M+0.90%

Fees are discounted for accounts over $1,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7800 N. Mopac Expy, Suite 340, Austin, TX, 78759

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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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Employment History
Current Registrations
Lucien Stirling & Gray Advisory Group INC
September 2014 - Present · 11 yrs 8 mos
Previous Registrations
Lucien, Stirling & Gray Financial CorporationBroker
April 2014 - December 2017 · 3 yrs 8 mos
MML Investors Services, LLCBroker
March 2012 - March 2014 · 2 yrs
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
Christopher Vasquez - Financial Advisor | TrueAdvisor