CC
CFP
CC
CFP

Christopher David Conkell

10 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
854 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$1.6B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K - $500K1.25%
$500K - $1.0M1.25%
$1M+1.00%

Cahaba may negotiate special fee arrangements where deemed appropriate.

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

1200 Peachtree Street Ne, Suite 610, Atlanta, GA, 30309

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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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Other Business Activities

Christopher is a partner at Artist Clarity, Inc., a business management firm. He currently spends no time on this non-investment related activity, which includes payroll, bill pay, invoice management, collections, and planning.

Employment History
Current Registrations
Cahaba Wealth Management, INC.
September 2015 - Present · 10 yrs 5 mos
State Registrations2 states
ALGA
Advisor
Exams
No exam information available for this advisor.
Christopher David Conkell - Financial Advisor | TrueAdvisor