Advisor at Thompson Creek Wealth Advisors
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.
Location
Baton Rouge, LA
Credentials
Series 65
Industry experience
9 years
Christopher Tayeh is a financial advisor at Thompson Creek Wealth Advisors in Baton Rouge, LA, holding a Series 65 credential with nine years of industry experience. He has been with Thompson Creek Wealth Advisors since 2015. Outside of his advisory role, Tayeh manages several non-investment-related businesses, including consulting for small businesses and overseeing a holding company for performing arts and entertainment productions. Thompson Creek Wealth Advisors is an independent firm providing fee-only investment advisory, comprehensive financial planning, and portfolio management to individuals, trusts, estates, retirement plans, and private fund investors. The firm employs a customized management approach combining strategic and tactical asset allocation across a broad range of investment vehicles, including alternatives and private placements.
Based on Thompson Creek Wealth Advisors
Negotiable fixed fees for certain financial planning services, paid in advance or billed monthly upon completion
$0 - $2,000,000: 0.75% annually (Comprehensive Wealth Advisory Services retainer fee) $2,000,001 - $5,000,000: 0.60% annually $5,000,001 - $10,000,000: 0.45% annually $10,000,001+: 0.35% annually $0 - $2,000,000: 1.00% (Equity Oriented fee-only advisory) or 0.50% (Conservative Fixed Income Oriented) $2,000,001 - $5,000,000: 0.85% (Equity Oriented) or 0.40% (Conservative Fixed Income) $5,000,001 - $10,000,000: 0.65% (Equity Oriented) or 0.30% (Conservative Fixed Income) $10,000,001 - $30,000,000: 0.45% - 0.35% (Equity Oriented) or 0.20% - 0.10% (Conservative Fixed Income) depending on asset amount
Negotiable hourly rate for financial planning services, paid in advance or billed monthly upon completion
Account minimum: $1,000,000 (minimum net worth for Comprehensive Wealth Advisory Services); $500,000 (minimum account size for fee-only investment supervisory services, subject to discretion) Minimum fee: Minimum retainer fee of $9,000 per year for Comprehensive Wealth Advisory Services; minimum fee of $5,000 for fee-only advisory services Fee-only: Fee-only investment advisory services offered with tiered asset-based fees and hourly/fixed fees for financial planning
Baton Rouge, LA
Louisiana · Texas
Thompson Creek Wealth Advisors
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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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