CFP

Christine Eisenhower

10 Years of Experience

Ketchikan, AK

1 Disclosure

Christine Eisenhower is a CFP-designated registered investment advisor at Blue Anchor Wealth Advisors, LLC, based in Ketchikan, AK, with 10 years of industry experience. Christine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 266 clients with $100M in assets under management.

Blue Anchor Wealth Advisors, LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

6 advisors

Number of Clients

266 clients

Average Client Portfolio

$377K average

Assets Under Management

$100.2M

Fee Structure

Minimum Investment:None

Planning is included in investment management (also available separately)

Portfolio-Based Fees (Flat)

Portfolio Value	Annual Fee
Any	1.50%

The 1.5% portfolio management fee is negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

View Full SEC Brochure

Location

4079 Tongass Ave. Suite 204, Ketchikan, AK, 99901

Get directions

History

Regulatory History (1)

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Regulatory

May 2015

Final

View Full SEC Report How to Read Disclosures

Other Business Activities

Christine is a Certified Public Accountant, but she is not currently working as a CPA or accountant.

Employment History

Current Registrations

Blue Anchor Wealth Advisors, LLC

June 2020 - Present · 5 yrs 11 mos

Previous Registrations

Otter Creek Partners

June 2015 - December 2020 · 5 yrs 6 mos

State Registrations6 states

AKCACOORTXWA

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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