Christopher Mikes
Christopher Mikes is a CFA-designated registered investment advisor at The Investment Advisory Office of Christopher Mikes, P.A., based in Bonita Springs, FL. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Annual fee of 0.80% paid monthly in arrears. Fees are negotiable and household accounts may be aggregated.
Fee Estimator
Location
8850 Terrene Court Suite 110, Bonita Springs, FL, 34135
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 →Employment History
Current Registrations
The Investment Advisory Office of Christopher Mikes, P.A.
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.
Exams
More Advisors
- Paul Stonge, ChFC
- Adam Bock, ChFCState Farm Investment Management CORP.
- Elizabeth Berg, CFPStrategic Advisers LLC
- Steven Williams, ChFCState Farm Investment Management CORP.
- Norman Santori, CFP, ChFCSantori & Peters
- Steven Gross, CFP, ChFCRaymond James Financial Services Advisors, INC