Christopher Ragsdale is a registered investment advisor at Piedmont Financial Consulting, based in Laurel, MD, with 6 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2 clients with $13K 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 $150K | 0.50% |
| $150K - $250K | 0.50% |
| $250K - $417K | 0.40% |
| $417K - $750K | 0.30% |
| $750K+ | 0.20% |
No fee for assets managed in the first year of a comprehensive financial plan. Fees are billed quarterly, in arrears.
Fee Estimator
Location
14502 Greenview Drive, Suite 500, Laurel, MD, 20708
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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
Piedmont Financial Consulting
Previous Registrations
Piedmont Financial Consulting
Pruco Securities, LLC.Broker
State Registrations1 state
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