Christopher Davis
Christopher Davis is a CFP-designated registered investment advisor at Brightwork Wealth Management, LLC, based in Colorado Springs, CO, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 41 clients with $21M 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 | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.35% |
Fees are negotiable and may vary by client.
Fee Estimator
Location
Colorado Springs, CO
Get directionsHistory
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 ActivitiesSells Insurance
Christopher is an Investment Advisor Representative (IAR) with Kestra Advisory Services, dedicating full-time hours to investment advisory services. He is also a licensed independent insurance agent for RLJ Wealth Management, though he states he has never written any life or health policies.
Employment History
Current Registrations
Brightwork Wealth Management, LLC
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations1 state
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.