Christopher Lloyd
Christopher Lloyd is a CFP-designated registered investment advisor at Lloyds Intrepid Wealth Management, based in The Woodlands, TX, 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 Alternative Investments, Annuities, Business Owners, Charitable Giving, and 8 more. Their firm serves 38 clients with $61M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $4.0M | 0.99% |
| $4.0M - $6.0M | 0.90% |
| $6.0M - $8.0M | 0.80% |
| $8.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are negotiable and paid monthly in arrears. Minimum household asset requirement is $500,000, which can be waived at the firm's discretion.
Fee Estimator
Contact
Christopher Lloyd
Location
1330 Lake Robbins Dr, Suite 560, The Woodlands, TX, 77380
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Lloyds Intrepid Wealth Management
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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
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