CT
CFP · ChFC
CT
CFP · ChFC

Christine Tenbarge

42 Years of Experience
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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 428 clients with $220M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
428 clients
Average Client Portfolio
$515K average
Assets Under Management
$220.6M

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $3.0M1.00%
$3M+0.75%

Investment management fees for the Legacy Individual Stock Strategies are: $500,000 – 5,000,000: .75% of entire balance; Greater than $5,000,000: .60% of entire balance. At our discretion, we may combine the account values of family members living in the same household. Multiple portfolios aggregated by family members living in the same household could provide an incremental fee benefit.

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

8111 Timberlodge Trail, 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 · 21 yrs 8 mos
Westminster Financial Advisory CORP
January 2003 - Present · 23 yrs 3 mos
Westminster Financial Securities, INC.Broker
October 1987 - Present · 38 yrs 6 mos
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.
Christine Tenbarge - Financial Advisor | TrueAdvisor