Christman Financial Advisors, LLC offers personalized financial planning and investment management services to individuals and families. Founded in 2008 and based in Macungie, Pennsylvania, Christman Financial Advisors operates as a registered investment advisor providing services such as portfolio management, retirement planning, tax planning, estate planning, and debt management. Clients can choose between standalone investment management, comprehensive wealth management with financial planning included, hourly planning, or a specialized financial fundamentals program tailored for younger clients building financial habits. Christman Financial Advisors uses a strategic asset allocation strategy with passively managed index funds and exchange-traded funds as core investments. Lewis K Christman III serves as the sole owner and principal.
Fee Structure
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% |
Advisory fees are negotiable at the advisor's discretion.