Advisor at Absolute Investment Advisers, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Absolute Investment Advisers, LLC
Location
Rosemary Beach, FL 32461
Credentials
Series 63, Series 65
Industry experience
20 years
Christopher Ward is an investment advisor with Absolute Investment Advisers, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Absolute Investment Advisers since 2004 and at Foreside Fund Services, LLC since 2005. Outside of his advisory role, Ward is involved in marketing and sales consulting for non-investment businesses, including a software platform for private investments and a glass polishing products company. Absolute Investment Advisers serves pooled and institutional investors as the investment manager for multiple registered funds, a private pooled partnership, and separately managed accounts. The firm manages approximately $1.78 billion in assets and employs relative-value and event-driven strategies, with a focus on closed-end funds, convertible arbitrage, and a value-oriented long-only ETF.
Based on Absolute Investment Advisers, LLC
$0 - $25 million: Negotiable or not clearly stated $25 million+: Standard percentage of assets under management, not specifically tiered in brochure
Private Fund pays 20% performance-based fee on net realized and unrealized capital appreciation subject to high-water mark; SMA clients may also pay negotiated performance-based fees if qualified clients.
Account minimum: $25 million for separately managed accounts; $100,000 generally for Private Fund (subject to discretion) Fee-only: Management fees based on a percentage of assets under management, typically 0.85% to 1.40% annually for mutual funds; 1.00% annualized (0.25% quarterly) for Private Fund; SMA fees negotiable but typically based on assets under management.
82 South Barrett Square, Suite 2 G
Rosemary Beach, FL 32461
Florida
Foreside Fund Services, Llc
2005 - Present (21 years)
Absolute Investment Advisers, LLC
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Quincy, MA
Brio Financial Planning
CFP®, CFA®, Series 63, Series 65
Braintree, MA
Dreamfield Planning Group, LLC
I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
CFA®, Series 65
Cambridge, MA
Peabody River Asset Management, LLC
Series 65
Arlington, MA
Aztec Capital LLC
CFA®, Series 63
Boston, MA
Woodland Investment Consulting LLC
CFP®
Medford, MA
Hennessy Financial Services
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")