Christman Financial Advisors offers financial planning and investment management services to individuals. This includes helping clients determine their financial goals, manage cash flow, plan for retirement and education, and develop estate and tax strategies. Christman Financial Advisors is a fee-only firm, meaning it doesn't accept commissions for selling financial products.
Assets Under Management$36M
Clients84
Advisors1
Avg. per Client$430K
Avg. per Advisor$36M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable at the advisor's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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