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Christopher Saxton

7 Years of Experience
Shoreview, MN

Christopher Saxton is a registered investment advisor at Aberdour Investments, based in Shoreview, MN, with 7 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 12 clients with $2.2M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
12 clients
Average Client Portfolio
$180K average
Assets Under Management
$2.2M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable and calculated as 1.00% annually of assets under management, billed quarterly in arrears.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Shoreview, MN

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Christopher works full-time as a Marketing Manager at Smart Care Equipment Solutions since April 2018. He also spends minimal time as an advisor to his wife's business, Jo Saxton LLC, which provides communication experiences for women.

Employment History
Current Registrations
Aberdour Investments
January 2021 - Present · 5 yrs 9 mos
Previous Registrations
Aberdour Investments
January 2019 - December 2020 · 1 yr 11 mos
State Registrations1 state
MN
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.
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