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Christopher Smedstad

4 Years of Experience
Oklahoma City, OK

Christopher Smedstad is a registered investment advisor at Redstone Wealth Management, LLC, based in Oklahoma City, OK, with 4 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 602 clients with $190M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
602 clients
Average Client Portfolio
$312K average
Assets Under Management
$187.7M

Fee Structure

Minimum Investment:None

Redstone Wealth Management's annual fee for managing your investments is a maximum of 1.95% of the market value of the assets. For accounts primarily holding fixed income securities, the maximum annual fee is 1.50%. The specific fee is negotiable and will be detailed in your agreement. Fees are typically paid monthly or quarterly in advance. Family accounts may be combined to potentially reduce the overall fee.

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Location

3404 NW 135th St, Oklahoma City, OK, 73120-4009

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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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Employment History
Current Registrations
Redstone Wealth Management, LLC
March 2021 - Present · 5 yrs 2 mos
State Registrations2 states
OKTX
Advisor

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.