Caleb Christian
Caleb Christian is a CFP, ChFC-designated registered investment advisor at Prosperity Capital Advisors, based in Montgomery, TX, with 10 years of industry experience. Caleb operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 7,548 clients with $4.4B 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 $500K | 0.50% |
| $500K - $1.0M | 0.40% |
| $1.0M - $2.0M | 0.30% |
| $2.0M - $5.0M | 0.25% |
| $5M+ | 0.20% |
Fees are negotiable. Total annual fees for retail clients typically range between 0.20% and 2.0% when including advisor fees.
Fee Estimator
Location
Montgomery, TX
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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 →Other Business ActivitiesSells Insurance
Caleb may earn commissions from Granite Harbor Group for sales of non-variable life, health, annuity, and/or disability income insurance products. He also has ownership stakes in Winter Hope LLC and Autumn Grace LLC, dedicating minimal time to each, and is involved in Gibby's Capital Investments LLC, Legacy Prepatory Christian Academy, and Restoration Church Woodforest.
Employment History
Current Registrations
Prosperity Capital Advisors
Previous Registrations
Granite Harbor Advisors, INC.
Northwestern Mutual Investment Services, LLCBroker
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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