Christopher Fahey is a registered investment advisor at King Financial, based in Lathrop, CA. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 152 clients with $110M 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 generally negotiable. If KFI directs clients to Asset Mark, the total annual fee is 1.50%, with KFI receiving 1.00% and Asset Mark receiving 0.50%.
Fee Estimator
Location
Lathrop, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
King Financial
State Registrations1 state
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