The Investment Advisory Office of Christopher Mikes, P.A.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment management and financial planning services—both ongoing comprehensive planning and project‑based engagements—to individuals, high net worth clients, and businesses. It is a fee‑only adviser that typically uses percentage‑of‑AUM billing and states it does not impose an account minimum; in its May 6, 2026 ADV filing it reported zero assets under management and no clients.
The firm’s investment process is grounded in Modern Portfolio Theory and combines passive and active strategies, with methods that include fundamental, technical, and cyclical analysis. Portfolios may be implemented through Betterment for Advisors, via Outside Managers or sub‑advisory solutions, and the firm generally manages accounts on a discretionary basis while not aggregating block trades and not voting client proxies.
Noteworthy aspects disclosed in the brochure include that the firm’s principal concurrently operates affiliated law, accounting, and property management businesses (reported as roughly 50%, 20%, and 10% of professional time) and holds multiple professional credentials (including CFA, CPA, MAI, licensed attorney and real‑estate credentials). The ADV also notes the firm is newly registered in 2026, may recommend affiliated legal or accounting services (clients are not required to use them), uses a third‑party payment processor for fee collection, and does not charge performance‑based fees.
Client services
Expertise
Occupation focus
Fee options
Project-based financial planning fixed fees range from $395 to $5,000; initial financial planning fee equals 25% of ongoing annual fee
0.80% annually flat fee
$395 per hour for project-based financial planning
Ongoing financial planning fees paid monthly in arrears over 11 months, total annual fees $2,000 to $5,000
Minimum fee: Initial fixed fee equal to 25% of annual ongoing financial planning fee (ranges $2,000 to $5,000) for initial financial plan construction Fee-only: Financial planning fees ranging from $395 to $5,000 fixed fees; $395 hourly rate for project-based financial planning; ongoing fixed annual financial planning fees range from $2,000 to $5,000
Main office
8850 Terrene Court Suite 110
Bonita Springs FL 34135
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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