CD
CFA
CD
CFA

Christopher Devoe

4 Years of Experience
Fayetteville, NY

Christopher Devoe is a CFA-designated registered investment advisor at Constellation Asset Management, INC., based in Fayetteville, NY, with 4 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. Their firm serves 64 clients with $79M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
64 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$79.3M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K+0.75%

Fees listed are for equity investment management. Balanced investment management fees are: Up to $500,000: 0.8% per year, Over $500,000: 0.6% per year. Fixed income management is offered at 0.5% per year. Fees for accounts in excess of $1 million are negotiable.

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

7030 E. Genesee Street, Suite 211, Fayetteville, NY, 13066-1126

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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 Activities

Christopher owns C&H Stamps, a mail order business selling collectibles, since 1979. He dedicates a few hours per week to this non-investment related activity.

Employment History
Current Registrations
Constellation Asset Management, INC.
June 2021 - Present · 4 yrs 11 mos
State Registrations1 state
NY
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.