Childress Capital Advisors manages investment portfolios and provides financial planning and consulting for individuals, families, businesses, and other clients. The registered investment advisor builds diversified portfolios using stocks, bonds, mutual funds, exchange-traded funds, alternative investments, and options. The firm relies on fundamental, technical, and relative strength analysis to guide its investment strategies, which include tactical asset allocation, Modern Portfolio Theory, and holding cash as a strategic asset. Childress Capital Advisors also helps clients with retirement planning, education funding, and personal or business financial consulting. Portfolios are managed on a discretionary basis, meaning the firm makes trades on the client's behalf without asking first. Accounts are held at Fidelity Investments.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is up to 1.0% and can be structured as a flat percentage, tiered schedule, fixed dollar amount, or linear fee schedule depending on the client agreement.