Christopher Boren is a CFP-designated registered investment advisor at Jackson & Associates, INC., based in Albuquerque, NM, with 2 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 90 clients with $95M 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 | 1.40% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.73% |
| $3.0M - $6.0M | 0.52% |
| $6M+ | 0.26% |
Fees may be negotiable.
Fee Estimator
Location
8300 Carmel Ave. Ne, Suite 202, Albuquerque, NM, 87122
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Christopher is a CPA providing tax preparation services for individuals, trusts, and businesses through Abadie & Boren Ltd. Co. This takes nearly full-time, with about 35 hours per week during trading hours.
Employment History
Current Registrations
Jackson & Associates, INC.
State Registrations1 state
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