Christopher Benoit
Christopher Benoit is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Concord, NH, with 39 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
57 School Street, 2nd FLOOR, Concord, NH, 03301
Get directionsHistory
Regulatory History (3)
Regulatory
October 2002Customer Dispute
September 2002Customer Dispute
April 2001Other Business ActivitiesSells Insurance
Christopher is the CEO and Senior Advisor at Capital Advisory Group, LLC, a comprehensive financial planning practice, dedicating full-time hours. He also works as a broker for fixed insurance products through Capital Advisory Group, LLC, spending a few hours per week on sales and marketing of fixed annuities and non-variable insurance.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations21 states
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.