Christian Curry Batchelder, CFP® offers comprehensive financial planning and ongoing investment management for individuals, families, personal trusts, and estates. The firm uses a personalized, high-touch process that explores both technical financial goals—such as retirement forecasting, tax analysis, and estate planning—and personal attitudes toward money and wealth. Investment portfolios are primarily built using mutual funds diversified across various asset classes, with trades executed through Charles Schwab & Co. Clients retain full authority over implementation decisions, and the firm operates on a fee-only basis with no account minimums.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are billed quarterly in arrears based on the portfolio value on the last day of the prior quarter.