Christopher Farris is a registered investment advisor at Financial Design Group, LLC, based in Lavista, NE, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 210 clients with $110M 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 | 1.00% |
| $500K - $1.2M | 0.75% |
| $1.2M - $2.5M | 0.65% |
| $2.5M+ | 0.55% |
Fees are negotiable based on the type of client, the complexity of the client's situation, the potential for additional account deposits, and the total amount of assets under management in the account.
Fee Estimator
Location
12110 Port Grace Boulevard, Suite 200, Lavista, NE, 68128
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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 licensed as an insurance agent and can provide advice on insurance policies. However, he does not sell insurance or annuity products to avoid conflicts of interest and does not receive commissions from such sales.
Employment History
Current Registrations
Financial Design Group, LLC
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
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.