Christopher O'leary is a registered investment advisor at Unconventional Investor, LLC, based in Charlotte, NC, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 88 clients with $270M 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 $500K | 0.40% |
| $500K+ | 0.20% |
Fee may be negotiable in limited circumstances, such as a client placing a very large portfolio with us. Financial planning services are included.
Fee Estimator
Location
Charlotte, NC
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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
Unconventional Investor, LLC
Previous Registrations
Unconventional Investor, LLC
State Registrations2 states
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