Advisor at Brown Advisory
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Christopher Holcombe is a CFP® professional with 11 years of experience in the financial industry. He has been with Highmount Capital since 2013. Holcombe is based in Boston, MA, and is currently affiliated with Brown Advisory. Brown Advisory provides investment management and advisory services to a diverse client base, including high net worth individuals, institutional investors, and charitable organizations. The firm employs a bottom-up, fundamental research approach and offers a range of strategies including discretionary portfolio management, OCIO solutions, and family office advisory.
Based on Brown Advisory
$0 - $3,000,000: 1.25% $3,000,001 - $5,000,000: 1.00% $0 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001 - $25,000,000: 0.50% $25,000,001 - $100,000,000: 0.35% $100,000,001 - >$100,000,000: 0.30% $0 - $25,000,000: 0.70% $25,000,001 - $50,000,000: 0.50% $50,000,001 - $150,000,000: 0.40% $0 - $10,000,000: 0.80% $10,000,001 - $25,000,000: 0.60% $25,000,001 - $50,000,000: 0.50% $50,000,001 - >$50,000,000: 0.40% $0 - $50,000,000: 0.60% $50,000,001 - $100,000,000: 0.50% $100,000,001 - $200,000,000: 0.45% $200,000,001 - >$200,000,000: 0.40% $0 - $50,000,000: 0.75% $50,000,001 - $100,000,000: 0.50% $100,000,001 - $150,000,000: 0.475% $0 - $150,000,000: 0.58% $150,000,001 - $250,000,000: 0.45% $250,000,001 - >$250,000,000: 0.425% $0 - $25,000,000: 1.00% $25,000,001 - $50,000,000: 0.90% $50,000,001 - $100,000,000: 0.80% $100,000,001 - >$100,000,000: 0.70% $0 - $150,000,000: 0.65% $150,000,001 - $250,000,000: 0.625% $250,000,001 - $500,000,000: 0.60% $500,000,001 - >$500,000,000: 0.55% $0 - $50,000,000: 0.80% $50,000,001 - $100,000,000: 0.55% $100,000,001 - $150,000,000: 0.45% $150,000,001 - >$150,000,000: 0.40% $0 - $150,000,000: 0.575% $150,000,001 - $250,000,000: 0.40% $250,000,001 - $500,000,000: 0.375% $500,000,001 - >$500,000,000: 0.35% $0 - $25,000,000: 0.60% $25,000,001 - $50,000,000: 0.50% $50,000,001 - >$50,000,000: 0.40% $0 - $50,000,000: 0.20% $50,000,001 - $100,000,000: 0.15% $100,000,001 - >$100,000,000: 0.10% $0 - $50,000,000: 0.25% $50,000,001 - $100,000,000: 0.20% $100,000,001 - >$100,000,000: 0.15% $0 - $50,000,000: 0.25% $50,000,001 - $100,000,000: 0.20% $100,000,001 - >$100,000,000: 0.15% $0 - $50,000,000: 0.30% $50,000,001 - $100,000,000: 0.25% $100,000,001 - >$100,000,000: 0.20% $0 - $50,000,000: 0.30% $50,000,001 - $100,000,000: 0.25% $100,000,001 - >$100,000,000: 0.20% $0 - $50,000,000: 0.30% $50,000,001 - $100,000,000: 0.30% $100,000,001 - >$100,000,000: 0.25% $0 - $10,000,000: 0.325% $10,000,001 - $25,000,000: 0.30% $25,000,001 - >$25,000,000: 0.25%
Performance-based fees accepted for certain Institutional clients and private funds, including carried interest ranging from 10% to 20% in venture capital funds, and incentive fees in hedge fund-of-funds and long-only equity partnerships as described in offering documents.
Account minimum: $5,000,000
100 High Street, 27th Floor
Boston, MA 02110
Massachusetts
Highmount Capital
2013 - Present (13 years)
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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.
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