Advisor at Fiduciary Trust Private Wealth Counsel LLC
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Firm
Fiduciary Trust Private Wealth Counsel LLC
Location
Kansas City, KS 66109
Credentials
Series 63, Series 65
Industry experience
2 years
Christopher Halford is a financial advisor with Fiduciary Trust Private Wealth Counsel LLC in Kansas City, KS. He holds Series 63 and Series 65 licenses and has over two years of industry experience. Prior to his current role, he worked at Virtue Financial Advisors and Service Corporation International. Outside of finance, he is involved in acting, performing on stage and in commercial advertisements. Fiduciary Trust Private Wealth Counsel LLC is a small advisory firm serving individuals, high-net-worth clients, trusts, estates, pension plans, and charitable organizations. The firm offers discretionary asset management, financial planning, and ERISA 3(21) retirement-plan advisory services, focusing on portfolios built around client-specific goals and risk tolerances with regular reviews and coordination of other professional advisors.
Based on Fiduciary Trust Private Wealth Counsel LLC
Based on Fiduciary Trust Private Wealth Counsel LLC
$2,500 for financial planning (negotiable)
1.00% annually
$100 - $500 per month for Wealth Advisors’ Coordination Service (negotiable)
Account minimum: $500,000
10840 Parallell Parkway
Kansas City, KS 66109
Kansas · Missouri
Fiduciary Trust Private Wealth Counsel
2021 - Present (5 years)
Fiduciary Trust Private Wealth Counsel LLC
2021 - Present (5 years)
Virtue Financial Advisors
2019 - Present (7 years)
Unemployed
2019 - 2019 (1 year)
Service Corporation International
2017 - 2019 (2 years)
Ricoh
2016 - 2017 (1 year)
Generation Technologies
2012 - 2016 (4 years)
Security Investment Company Of Kansas City
1995 - Present (31 years)
SELF-EMPLOYED
1994 - Present (32 years)
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Is active or affiliated with:
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Bank
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
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