Christopher Haupert
Christopher Haupert is a registered investment advisor at Miltonian Capital Management, LLC, based in Los Olivos, CA, with 5 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. Their firm serves 27 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee schedule ranges from 0.65% to 1.50% of assets under management. This is subject to review of services provided, and certain fees are negotiable based upon account mix and client relationship.
Fee Estimator
Location
Los Olivos, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christopher performs bookkeeping tasks for one client, limited to paying bills and tracking account balances. This activity takes a few hours per week.
Employment History
Current Registrations
Miltonian Capital Management, LLC
State Registrations1 state
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