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Christopher Bove

29 Years of Experience
Newark, DE
Sells Insurance

Christopher Bove is a registered investment advisor at Jpl Asset Management and Planning, LLC, based in Newark, DE, with 29 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 360 clients with $89M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
360 clients
Average Client Portfolio
$247K average
Assets Under Management
$89.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.50%
$1.0M - $1.5M1.25%
$1.5M+1.00%

Fees are negotiable. Factors affecting the fee include account size, types of assets, previous fees paid, and qualified vs. non-qualified account.

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

262 Chapman Road, Suite 201-A, Newark, DE, 19702

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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 is an independent insurance agent selling fixed annuities since 2003.

Employment History
Current Registrations
Jpl Asset Management and Planning, LLC
January 2008 - Present · 18 yrs 4 mos
Previous Registrations
LPL Financial Corporation
December 1996 - January 2008 · 11 yrs 1 mo
State Registrations3 states
DENJPA
Advisor

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.
Christopher Bove - Financial Advisor | TrueAdvisor