CR
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Christopher Rhyme

10 Years of Experience
Greenwood Village, CO
Sells Insurance

Christopher Rhyme is a registered investment advisor at Noble Wealth Management P.B.C., based in Greenwood Village, CO, with 10 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 199 clients with $400M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
199 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$400.5M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $1.4M0.95%
$1.4M - $1.8M0.90%
$1.8M - $2.2M0.85%
$2.2M - $2.6M0.80%
$2.6M - $3.0M0.75%
$3.0M - $3.4M0.72%
$3.4M - $3.8M0.69%
$3.8M - $4.2M0.66%
$4.2M - $4.6M0.63%
$4.6M - $5.0M0.60%
$5M+0.50%

The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. When using sub-advisors, the client will pay additional fees that range between .25% - 1.0% depending on the account value, investment style and types of securities used.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6400 S Fiddlers Green Circle, Suite 525, Greenwood Village, CO, 80111

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Christopher is the owner of Business Transition Group LLC, providing business succession consulting, and spends minimal time on this. Christopher may also earn commissions from selling non-variable life, health, annuity, and/or disability income insurance products from companies not affiliated with Noble Wealth.

Employment History
Current Registrations
Noble Wealth Management P.B.C.
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
August 2016 - October 2022 · 6 yrs 2 mos
Northwestern Mutual Investment Services, LLCBroker
April 2015 - October 2022 · 7 yrs 6 mos
State Registrations2 states
COTX
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.
Christopher Rhyme - Financial Advisor | TrueAdvisor