CV
CV

Christopher Vernon

9 Years of Experience
Naples, FL

Christopher Vernon is a registered investment advisor at Andrew Hill Investment Advisors, INC., based in Naples, FL, with 9 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 253 clients with $230M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
253 clients
Average Client Portfolio
$914K average
Assets Under Management
$231.3M

Fee Structure

Minimum Annual Fee:$3,500

Andrew Hill Investment Advisors charges a percentage of the assets they manage for investment management services. The annual fee is based on a tiered schedule:

  • First $2M: 1.00%
  • $2,000,001 to $4,000,000: 0.80%
  • $4,000,000,001 to $10,000,000: 0.60%
  • Over $10,000,001: 0.50%

The annual fee is billed quarterly in advance. Fees are negotiable, subject to a $3,500 minimum annual fee. For assets held away at custodians not directly accessible by the firm, the annual fee is 1.25% of the market value of those assets.

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Location

4089 Tamiami Trail North, Suite A203, Naples, FL, 34103

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Christopher is involved in several business activities, including Griffon Force LLC (identity theft protection), Investor Life Guard LLC (investor watchdog), Vernon Litigation Group (attorney - full-time), Sea Chase Partners LLC (fishing boat), TC & V Holdings LLC (commercial building rental), and Tracy Consulting LLC (inactive). None of these activities appear to be investment-related or involve insurance sales.

Employment History
Current Registrations
Andrew Hill Investment Advisors, INC.
July 2016 - Present · 9 yrs 10 mos
State Registrations1 state
FL
Advisor

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
No exam information available for this advisor.