Christopher Padrick
Christopher Padrick is a registered investment advisor at Great Valley Advisor Group, LLC, based in Port Charlotte, FL, 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 33,099 clients with $9.7B 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 | 2.50% |
| $500K - $1.0M | 2.25% |
| $1.0M - $3.0M | 2.00% |
| $3M+ | 2.00% |
Fees and account value tiers are subject to negotiation at the sole discretion of Great Valley Advisor Group.
Fee Estimator
Location
1777 Tamiami Trail, Suite 101, Port Charlotte, FL, 33948
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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 the owner of Enterprise Earth LLC since 2020, dedicating minimal time to it. He also provides investment advisory services through Great Valley Advisor Group, Inc., spending about 10-20% of his time on this. Finally, Christopher works as a Facilities Planner at Pratt & Whitney Aerospace Company, spending minimal time on this.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
LPL Financial LLC
PFS Investments INC.Broker
State Registrations3 states
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.