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Christopher Blythe

3 Years of Experience
Clermont, FL

Christopher Blythe is a registered investment advisor at Cigx, LLC, based in Clermont, FL, with 3 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 103 clients with $42M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
103 clients
Average Client Portfolio
$408K average
Assets Under Management
$42.0M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.75%
$2.0M - $3.0M0.60%
$3M+0.50%

Fees for accounts in excess of $3 million are negotiable. All fees are subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3312 Callerton Rd, Clermont, FL, 34714

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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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Other Business Activities

Christopher is the President and CEO of MOR3 LLC, a business consulting firm, since 2019. He spends minimal time on this activity, which focuses on assisting clients with managing and maximizing operational efficiency.

Employment History
Current Registrations
Cigx, LLC
March 2023 - Present · 3 yrs 7 mos
State Registrations3 states
FLGATX
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.
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