CA
CA
Christopher Affenita
29 Years of Experience
Greenvale, NY
2 DisclosuresBroker
Christopher Affenita is a registered investment advisor at Wells Fargo Advisors, based in Greenvale, NY, with 29 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
9 Northern Blvd, Greenvale, NY, 11548
Get directionsHistory
Regulatory History (2)
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Customer Dispute
August 2007Settled
Customer Dispute
February 1999Settled
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
June 2007 - Present · 18 yrs 11 mos
Wells Fargo Advisors
June 2007 - Present · 18 yrs 11 mos
Previous Registrations
Banc of America Investment Services, INC.
October 2004 - June 2007 · 2 yrs 8 mos
Banc of America Investment Services, INC.Broker
October 2004 - June 2007 · 2 yrs 8 mos
Quick & Reilly, INC.
August 2002 - October 2004 · 2 yrs 2 mos
Quick & Reilly, INC.Broker
September 2000 - October 2004 · 4 yrs 1 mo
Citicorp Investment ServicesBroker
May 1998 - August 2000 · 2 yrs 3 mos
Dean Witter Reynolds INC.Broker
September 1996 - May 1998 · 1 yr 8 mos
R.T.G. Richards and Company, INC.Broker
July 1996 - August 1996 · 1 mo
State Registrations12 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.