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Christopher Tayeh

9 Years of Experience
Baton Rouge, LA

Christopher Tayeh is a registered investment advisor at Thompson Creek Wealth Advisors, based in Baton Rouge, LA, with 9 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 66 clients with $92M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
66 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$91.8M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M0.80%
$2.0M - $5.0M0.67%
$5.0M - $10.0M0.51%
$10.0M - $30.0M0.35%
$30M+0.25%

This fee schedule is an example for a 60% Equity Oriented/40% Conservative Fixed Income Oriented portfolio. Equity Oriented fees range from 0.35% to 1.00%. Conservative Fixed Income Oriented fees range from 0.10% to 0.50%. Fees may be negotiable.

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

Baton Rouge, LA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Christopher manages several LLCs, including Hexx Property Management, Hexx Holdings, Hexx Energy Solutions, MMT Holdings, Frenchy Consulting, and Harper's Lament. He also has a passive investment in Fundviews Capital, LLC, which provides back-office operational support.

Employment History
Current Registrations
Thompson Creek Wealth Advisors
January 2017 - Present · 9 yrs 4 mos
State Registrations2 states
LATX
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 Tayeh - Financial Advisor | TrueAdvisor