Christopher Coleman
Christopher Coleman is a registered investment advisor at Invasor Capital Management, LLC, based in Scottsdale, AZ, with 11 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $440K 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 $25.0M | 2.00% |
| $25.0M - $50.0M | 1.80% |
| $50M+ | 1.60% |
Also charges an annual performance-based compensation equal to 20% of the client’s profits, subject to a high water mark. Fees are generally not negotiable, but may be waived for affiliates or employees. Side letter arrangements may grant preferential terms to certain investors.
Fee Estimator
Location
9319 North 94th Way, Suite 800, Scottsdale, AZ, 85258
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Invasor Capital Management, LLC
Previous Registrations
Invasor Capital Management, LLC
State Registrations1 state
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