Christopher Tate is a registered investment advisor at Fidelis Capital, based in Bethesda, MD, 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, High Net Worth, Investment Management, and 2 more. Their firm serves 232 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and generally range from 0.15% to 1.00% annually based on the value of assets managed, account composition, and other factors.
Fee Estimator
Location
7200 Wisconsin Ave, Bethesda, MD, 20814
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 Activities
Christopher is a Kiplinger contributor since May 2024, writing about investment-related topics. He dedicates minimal time to this activity.
Employment History
Current Registrations
Fidelis Capital
State Registrations2 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.
Exams
More Advisors
- Aaron Wall, CFAFidelis Capital
- Morgan Sarraf, CFPHightower Advisors, LLC
- Jeffrey Schweighoffer, CFPUBS Financial Services INC.
- Thomas Steeley, CFPSteeley Advisory, LLC
- Taylor Fucci, CFAHeritage Investors Management CORP
- Scott Wilson, CFAHeritage Investors Management CORP