Christopher James Capital Advisors is a registered investment advisor based in Dallas, Texas, providing ongoing portfolio management services. The firm builds personalized investment strategies based on each client's specific goals, time horizon, and risk tolerance, creating a custom Investment Policy Statement for every relationship. Christopher James Capital Advisors primarily invests client portfolios using mutual funds, fixed income securities, equities, and exchange-traded funds, and may utilize margin transactions and options strategies when appropriate. The firm tailors portfolios to accommodate client restrictions and values, and maintains the authority to make trades without asking first. In addition to investment management, Christopher James Capital Advisors assists individuals, high-net-worth individuals, charitable organizations, and corporations. The firm requires clients to use Charles Schwab & Co. as their custodian and broker-dealer for executing transactions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are generally negotiable and memorialized in the client's advisory agreement.