Christopher Jon Haigh
CH
CFP
Christopher Jon Haigh
CH
CFP

Christopher Haigh

13 Years of Experience
Rochester, NY

Christopher Haigh is a CFP-designated registered investment advisor at Iconoclastic Capital Management LLC, based in Rochester, NY, 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 Business Owners, Corporate Executives, Cross-Border Planning, Divorce Planning, and 9 more. Their firm serves 141 clients with $68M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
141 clients
Average Client Portfolio
$484K average
Assets Under Management
$68.2M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M0.90%
$2M+0.65%

Rates apply to ongoing wealth management tiers. Standalone investment management only is charged at a flat 0.65%. Fees are negotiable.

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

Christopher Jon Haigh
CH
Christopher Haigh

Location

17 Prince Street, Rochester, NY, 14607

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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
Iconoclastic Capital Management LLC
September 2021 - Present · 5 yrs 1 mo
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
July 2012 - August 2020 · 8 yrs 1 mo
State Registrations1 state
NY
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.
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Christopher Jon Haigh
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