Christopher Habedank
Christopher Habedank is a registered investment advisor at Integrity Advisory Solutions, based in Mooresville, NC, with 8 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,428 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.35% |
The maximum combined fee consists of up to a 0.35% program fee and up to a 2.00% investment advisory fee. Individual rates are negotiable.
Fee Estimator
Location
107 Kilson Drive, Suite 206, Mooresville, NC, 28117
Get directionsHistory
Regulatory History (1)
Judgment / Lien
December 2016Employment History
Current Registrations
Integrity Advisory Solutions
Previous Registrations
Namcoa
T. Rowe Price Investment Services, INC.Broker
State Registrations8 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.
Exams
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