CD
CD
Christopher Downey
27 Years of Experience
Boston, MA
1 Disclosure
Christopher Downey is a registered investment advisor at Downey Capital Management, INC., based in Boston, MA, with 27 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 25 clients with $91M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
25 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$91.0M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.75% |
Fees are negotiable for amounts over $20 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
155 Federal Street, Boston, MA, 02110-1720
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Regulatory History (1)
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Regulatory
May 2012Final
Employment History
Current Registrations
Downey Capital Management, INC.
October 2012 - Present · 13 yrs 7 mos
Previous Registrations
Downey Capital Management, INC.
February 2005 - February 2011 · 6 yrs
Greig Middleton, INC.Broker
October 1997 - November 1998 · 1 yr 1 mo
Arnhold and S. Bleichroeder, INC.Broker
July 1994 - March 1997 · 2 yrs 8 mos
Furman Selz IncorporatedBroker
March 1993 - June 1994 · 1 yr 3 mos
Arnhold and S. Bleichroeder, INC.Broker
January 1991 - February 1993 · 2 yrs 1 mo
County Natwest Global Securities LimitedBroker
September 1989 - January 1991 · 1 yr 4 mos
State Registrations1 state
MA
Advisor
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
No exam information available for this advisor.