Christopher Berris
Christopher Berris is a registered investment advisor at Buell Investment Advisors, based in Glastonbury, CT, with 40 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 106 clients with $35M 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 $500K | 2.50% |
| $500K - $2.5M | 2.00% |
| $2.5M+ | 1.50% |
Fees may be negotiable.
Fee Estimator
Location
200 Glastonbury Blvd 1st Fl, Glastonbury, CT, 06033
Get directionsHistory
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 Activities
Christopher is an officer/partner at Buell Investment Advisors, dedicating approximately 60 hours per month. He is also a partner at Ideal Team Ventures, a private equity firm, spending a few hours per week on this activity.
Employment History
Current Registrations
Buell Investment Advisors
Buell Securities CORP.Broker
Previous Registrations
Fechtor, Detwiler & CO., INC.Broker
North American Investment CORP.Broker
State Registrations20 states
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