Christine Valente
Christine Valente is a registered investment advisor at Latitude Advisors, LLC, based in Eastchester, NY, with 42 years of industry experience. Christine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 1,590 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Rates shown are the maximum percentages for managed accounts, Navigator, and third-party research models. Latitude model accounts have slightly lower maximum rates (1.50% for the first tier, 1.25% for the second tier, and 1.00 for accounts over $5M). Fees are negotiable.
Fee Estimator
Location
Eastchester, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christine works as an investment advisory representative and provides financial planning and consulting services through Latitude Advisors, LLC, dedicating nearly full-time hours to this role. She is also an independent fixed insurance agent, licensed in life, accident, health, and other insurance types, spending about 10-20% of her time on insurance sales and consulting.
Employment History
Current Registrations
Latitude Advisors, LLC
Previous Registrations
Gwn Securities INC.Broker
J.W. Cole Financial, INC.Broker
NFP Advisor Services, LLCBroker
First Investors CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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