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Christopher Abbott

Advisor at 1035 Capital Management LLC

Updated today
1035 Capital Management LLC logo

Firm

1035 Capital Management LLC

Location

Marthasville, MO

Credentials

CFA®, Series 66

Industry experience

6 years

About

Christopher Abbott is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He has worked at Argent Capital Management and has been with 1035 Capital Management LLC since 2019. Abbott is also an adjunct professor at Lindenwood University and owns DL Financial, a firm providing back office support for financial advisors. 1035 Capital Management LLC offers discretionary portfolio management to individuals, high-net-worth clients, family offices, and institutional investors. The firm employs proprietary model strategies focused on preferred stocks and commodities, combining fundamental analysis with sector rotation and trend models to manage risk and diversification.

Client services

Based on 1035 Capital Management LLC

Financial planning Portfolio management Newsletters or periodicals

Expertise

Based on 1035 Capital Management LLC

Concentrated stock management Active portfolio management Factor investing / smart beta

Fee options

Percentage

$0 - $100,000: 1.50% $100,001 - $250,000: 1.40% $250,001 - $500,000: 1.30% $500,001 - $1,000,000: 1.20% $1,000,001 - $5,000,000: 1.10% $5,000,001+: 1.00% $0 - $10,000,000: 1.00% $10,000,001 - $25,000,000: 0.90% $25,000,001 - $50,000,000: 0.80% $50,000,001+: Negotiable

Other

Account minimum: $100,000

Location

Marthasville, MO

Most active in

Illinois · Missouri

Work history

1035 Capital Management LLC

2019 - Present (7 years)

Lindenwood University

2018 - Present (8 years)

Argent Capital Management

2013 - 2019 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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