How does the advisor help clients – Key Takeaways:
Christian Curry Batchelder, CFP, is a highly experienced and skilled financial advisor who focuses on helping his clients achieve their financial goals and aspirations. He offers a wide range of financial services, tailored to meet the specific needs of each individual client. With a comprehensive background in finance and a strong dedication to his clients’ success, Christian consistently delivers valuable insights and excellent financial advice.
Facts and Insights
Christian Curry Batchelder has over 15 years of experience in the financial industry, and has been a Certified Financial Planner (CFP) since 2010. He is registered as an Investment Adviser Representative with his firm, and is licensed to sell securities and insurance in multiple states.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2019 | $75 | 8 |
| 2018 | $65 | 6 |
| 2017 | $55 | 4 |
As of 2019, Christian manages a total of $75 million in assets, with a team of 8 advisors. Over the past three years, the firm’s assets under management have consistently grown, along with the number of advisors on the team.
Financial Services Offered
- Retirement planning
- Investment management
- Estate planning
- Tax planning and preparation
- Risk management and insurance analysis
- College planning
Christian offers a wide range of financial services to his clients, ensuring that they have all their financial needs covered under one roof. From retirement planning to tax preparation, clients can count on Christian to provide expert advice and guidance.
Client Types
Christian primarily serves individuals and families, as well as small business owners and high net worth individuals. He has a diverse client base, offering financial expertise to clients from a variety of backgrounds and financial situations.
Fees & Compensation
Christian charges a fee based on a percentage of assets under management. He believes in a transparent fee structure and does not receive commissions for any investment products or services recommended to clients.
Background
Christian has a strong educational background in finance, with a Bachelor of Business degree in Finance and Investments from the University of Alabama at Birmingham. He has also completed advanced education courses in retirement planning, portfolio management, and taxation.
Financial Advisor Disclosures to Know
Christian Curry Batchelder has a clean record with no disciplinary actions or disclosures on file.