| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.70% |
| $5.0M - $10.0M | 1.40% |
| $10.0M - $20.0M | 1.10% |
| $20M+ | 0.80% |
Fees may be negotiable.
Fairfield, CT
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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 →Christopher holds personal gold and silver bullion at Monetary Metals, a gold and silver depository, and occasionally lends it out for interest. He is also an insurance agent for NonMMLIA Insurance Brokerage and a direct broker for several companies, selling property/casualty, life, and health insurance, dedicating about a quarter of his time to these activities.