Christopher Meyer is a registered investment advisor at Tandem Financial, LLC, based in Greenwood Village, CO, with 10 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 457 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual advisory fee is 1.25%. Subject to a minimum annual fee of $2,500 per household, which is negotiable or waivable at the firm's discretion.
Fee Estimator
Location
8400 E. Prentice Avenue, Suite 1360, Greenwood Village, CO, 80111
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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
Tandem Financial, LLC
Meritor Capital
Previous Registrations
Innovest Portfolio Solutions LLC
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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