Christopher Lim is a CFP-designated registered investment advisor at Alongside Wealth Advisors, LLC, based in Nolensville, TN, with 5 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 59 clients with $64M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Portfolio management fees are negotiable. Sub-advisers may charge an additional fee, but the total combined annual advisory fee paid to Alongside Wealth Advisors and paid to a sub-adviser will not exceed 2.0% of assets under management.
Fee Estimator
Location
Nolensville, TN
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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 →Employment History
Current Registrations
Alongside Wealth Advisors, LLC
Previous Registrations
Ronald Blue & CO., LLC
Mercer Global Advisors INC.
State Registrations3 states
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