CM
CM
Christopher Mcmahan
2 Years of Experience
Corpus Christi, TX
4 Disclosures
Christopher Mcmahan is a registered investment advisor at Oak Tree Wealth Management, based in Corpus Christi, TX, 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 Financial Planning & Coaching, Investment Management. Their firm serves 58 clients with $13M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
58 clients
Average Client Portfolio
$219K average
Assets Under Management
$12.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
The annual fee may be negotiable for accounts over $5,000,001. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
101 N. Shoreline Blvd., Suite 304, Corpus Christi, TX, 78401
Get directionsHistory
Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
January 2020Final
Financial
January 2018Final
Financial
May 2017Final
Criminal
December 2000Final Disposition
Employment History
Current Registrations
Oak Tree Wealth Management
April 2023 - Present · 3 yrs 1 mo
State Registrations1 state
TX
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.