Christopher Daniels
Christopher Daniels is a ChFC-designated registered investment advisor at Creative Planning, based in Greenville, DE, with 26 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 100,298 clients with $300B 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 | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and billing methods are negotiable based on account size, householding, and complexity. Legacy clients from acquired firms may have different fee schedules.
Fee Estimator
Location
4001 Kennett Pike, Suite 216, Greenville, DE, 19807
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
Christopher is the Vice President of Daniels & Daniels, Inc., an insurance brokerage, dedicating about half of his time to marketing and administration. He also serves as Board President for Carpenters Row Townhouse Association, spending minimal time on this role.
Employment History
Current Registrations
Creative Planning
Previous Registrations
Daniels + Tansey, L.L.P.
Daniels + Tansey, L.L.P.
Cambridge Investment Reserarch, INC.
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
More Advisors
- Thomas Daniels, CFPCreative Planning
- Andrew Hess, CFPCreative Planning
- Devon Daniels, ChFCCreative Planning
- Christopher Daniels, CFACreative Planning
- James Walls, CFPStifel, Nicolaus & Company, Incorporated
- Zachary Costagliola, CFPStrategic Advisers LLC