Christopher Yeagle is a registered investment advisor at Honeygo Financial, based in Forest Hill, MD, with 8 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 31 clients with $6.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Honeygo Financial Services charges a percentage of the value of your portfolio for investment management. The exact rate may be negotiable, but it will not exceed 2.00% per year. Fees are calculated quarterly and deducted from your account. If you have less than $150,000 managed by Honeygo, you are required to also use their financial planning services.
Location
Forest Hill, MD
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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.
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Current Registrations
Honeygo Financial
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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.