Christina Marval is a CFA-designated registered investment advisor at Target Rock Wealth Management, LLC, based in New York, NY. Christina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 75 clients with $61M 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 | 1.45% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.50% |
For account(s) managed by SpiderRock, the above fee schedule does not include SpiderRock’s fee. Depending on the model utilized, SpiderRock’s fee can range from 0.50% to 0.85% of assets under management. All fees outlined are negotiable.
Fee Estimator
Location
445 Park Avenue, Floor 9, New York, NY, 10022
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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
Christina volunteers as a helpline volunteer for Savvy Ladies Inc., a non-profit organization providing free financial education to women. She dedicates a few hours per week to fostering financial literacy through one-on-one conversations and educational programming.
Employment History
Current Registrations
Target Rock Wealth Management, 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.