Christopher Devoe
Christopher Devoe is a CFA-designated registered investment advisor at Constellation Asset Management, INC., based in Fayetteville, NY, with 5 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 64 clients with $79M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.75% |
Rates shown are for equity management. Balanced portfolios are charged 0.80% up to $500,000 and 0.60% above $500,000. Fixed income management is charged at a flat 0.50%. Fees are negotiable for accounts over $1 million.
Fee Estimator
Location
7030 E. Genesee Street, Suite 211, Fayetteville, NY, 13066-1126
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Regulatory History
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.
Learn about disclosures →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.
State Registrations1 state
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
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