CF
CFP
CF
CFP

Christopher Fraga

37 Years of Experience
Naples, FL
BrokerSells Insurance

Christopher Fraga is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Naples, FL, with 37 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2904 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

780 Fifth Avenue South, Suite 200, Naples, FL, 34102

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Christopher sells fixed insurance under Fraga Wealth Management Group since 1987, dedicating minimal time to this activity. He also serves as a trustee for various trusts and works as an attorney/sole proprietor offering estate planning and legal services, taking about half of his time.

Employment History
Current Registrations
Commonwealth Financial Network
September 2000 - Present · 26 yrs 1 mo
Commonwealth Financial Network
January 1989 - Present · 37 yrs 9 mos
Commonwealth Financial NetworkBroker
January 1989 - Present · 37 yrs 9 mos
State Registrations15 states
COFLHIILLAMAMEMNMONCNHNYPARISC
AdvisorBrokerBoth

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.
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