Chris Economou is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Seattle, WA, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
401 Union St, Seattle, WA, 98101
Get directionsChris is a general partner/managing member of CATA Enterprises, a limited liability company formed to manage a building inherited from his parents' estate, dedicating minimal time. He also serves as an advisory board member for The Philanthropia Foundation, a senior assisting living facility, spending minimal time.
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.