Christopher Perry is a CFA, CFP-designated registered investment advisor at Cj Perry Financial, based in Berywn, PA, with 3 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 4 clients with $1.1M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.40% |
Minimum annual fee for wealth management services is $1,500. Accounts of members of the same household may be aggregated. At no point will the annual advisory fee charged to the Client exceed 3% of assets under management.
Fee Estimator
Contact
Christopher Perry
Location
Berywn, PA
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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 is an adjunct instructor at Villanova University since August 2023, dedicating about 10% of his time to this role. This activity is not investment-related and clients are not solicited to participate.
Employment History
Current Registrations
Cj Perry Financial
Previous Registrations
Blb & B Advisors, LLC
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.