CKHFinancial provides financial planning, consultation, and investment management services. Financial planning is project-based, covering areas like cash flow, retirement, and education funding. Consultation services are hourly, addressing specific financial topics. Investment management is ongoing, involving portfolio monitoring and adjustments. CKHFinancial acts as a fiduciary, prioritizing client interests. Christopher Harrell is also an independently licensed insurance agent, which presents a conflict of interest.
Assets Under Management$2.7M
Clients64
Advisors1
Avg. per Client$42K
Avg. per Advisor$2.7M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable, depending upon the scope and complexity of services and at the Adviser’s discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...