Christopher Kauffman is a registered investment advisor at Agman Capital, based in Omaha, NE. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 2 clients with $140M 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 | 1.00% |
Maximum annual fee of $1,000,000 per year per family. Also charges a performance-based fee of 15% of the account percentage change above the monthly average of the 10 Year Treasury Yield.
Fee Estimator
Location
2819 S. 125th Avenue, Suite 351, Omaha, NE, 68144
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Agman Capital
State Registrations1 state
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