CG
CG
Christopher Gildea
12 Years of Experience
West Conshohocken, PA
1 Disclosure
Christopher Gildea is a registered investment advisor at Tower Bridge Advisors, based in West Conshohocken, PA, with 12 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, Retirement Planning. Their firm serves 807 clients with $1.5B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
807 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$1.5B
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.45% |
Minimum annual fee is $5,000 and is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
300 Barr Harbor Drive, Suite 705, West Conshohocken, PA, 19428-2075
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2000Settled
Employment History
Current Registrations
Tower Bridge Advisors
October 2019 - Present · 6 yrs 6 mos
Previous Registrations
Portview Partners, LLC
October 2016 - April 2018 · 1 yr 6 mos
Merit Investment Management
September 2010 - December 2014 · 4 yrs 3 mos
State Registrations1 state
PA
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.