Chris
Cho
Fairbanks Capital Management, Inc
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About this Advisor
Chris Cho is a chartered financial analyst based out of Rancho Santa Fe, California with a total of 5 years of industry experience. Cho is an advisor for Fairbanks Capital Management, Inc. During their career, Cho has held roles at Fairbanks Capital Management and 300 North Capital. Cho has a Series 63 license, designating them as a securities agent, and is registered to advise clients in California. Fairbanks Capital Management, Inc is a firm based in Rancho Santa Fe, CA. It oversees $224 million in total assets between its 187 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 187 client accounts, 51% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial management fee schedules are based on which services the firm provides the client. Fees billed by Fairbanks Capital Management, Inc can be comprised of any combination of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fairbanks Capital Management, Inc Brokerage Details
$223,765,471
6
187
$1,196,607
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Chris Cho Work History
Chris has been registered as a financial advisor for 5 years.*
Fairbanks Capital Management
300 North Capital
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Chris Cho to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fairbanks Capital Management, Inc
Rancho Santa Fe, CA
Rancho Santa Fe, CA
Warrenton, OR
Rancho Santa Fe, CA
Rancho Santa Fe, CA
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