CT
CFP · ChFC
CT
CFP · ChFC

Christine Tenbarge

42 Years of Experience
Dayton, OH
BrokerSells Insurance

Christine Tenbarge is a CFP, ChFC-designated registered investment advisor at Tudor Financial, INC., based in Dayton, OH, with 42 years of industry experience. Christine is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 435 clients with $260M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
435 clients
Average Client Portfolio
$589K average
Assets Under Management
$256.3M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $3.0M1.00%
$3M+0.75%

Legacy Individual Stock Strategies have separate lower rates: 0.75% for $500K-$5M and 0.60% for over $5M. Family account values may be aggregated. Fees are typically not reduced but may be negotiated in unusual circumstances.

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

8534 Yankee St. Suite 1D, Dayton, OH, 45458

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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 ActivitiesSells Insurance

Christine is an agent for Westminster Financial Agencies, Inc. and associated with Westminster Financial Advisory, Inc., providing financial planning and asset management services for fees. She also sells insurance products from Jackson National, Banner Insurance, Prudential, and MetLife, earning commissions.

Employment History
Current Registrations
Tudor Financial, INC.
August 2004 - Present · 22 yrs 2 mos
Westminster Financial Advisory CORP
January 2003 - Present · 23 yrs 9 mos
Westminster Financial Securities, INC.Broker
October 1987 - Present · 39 yrs
Previous Registrations
Fsc Securities CorporationBroker
January 1987 - October 1987 · 9 mos
Painewebber IncorporatedBroker
February 1986 - January 1987 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1981 - April 1983 · 2 yrs 2 mos
State Registrations22 states
ALARAZCTFLGAILINKYMDMIMONCNJOHORPASCTNTXUTWV
AdvisorBrokerBoth

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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Christine Tenbarge - Financial Advisor | TrueAdvisor