CH
CFP
CH
CFP

Christopher C Holcombe

11 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
4,063 clients
Average Client Portfolio
$30.0M average
Assets Under Management
$121.9B

Fee Structure

Minimum Investment:$5M
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Location

100 High Street, 27th Floor, Boston, MA, 02110

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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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Employment History
Current Registrations
Brown Advisory
June 2017 - Present · 8 yrs 8 mos
Previous Registrations
Highmount Capital
April 2014 - May 2017 · 3 yrs 1 mo
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.