CB
CFP
CB
CFP

Christopher Blair

11 Years of Experience
Hunt Valley, MD

Christopher Blair is a CFP-designated registered investment advisor at Vsm Wealth Advisory, LLC, based in Hunt Valley, MD, 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 Education Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 624 clients with $590M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
624 clients
Average Client Portfolio
$941K average
Assets Under Management
$587.1M

Fee Structure

Minimum Investment:None
Planning is included in investment management

VSM Wealth Advisory charges a fee based on a percentage of the assets they manage. The standard fee is 1% per year, assessed quarterly. This fee is negotiable and can range from 0.375% to 2.00% per year. In limited cases, VSM may provide consulting services only, charging an hourly fee of $500 or an agreed-upon flat fee.

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Location

11350 Mccormick Road, Executive Plaza I, Suite 300, Hunt Valley, MD, 21031

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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
Vsm Wealth Advisory, LLC
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Vansant Mewshaw
August 2014 - July 2021 · 6 yrs 11 mos
State Registrations1 state
MD
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.