Craig Christo
Craig Christo is a registered investment advisor at Global Retirement Partners LLC, based in Braintree, MA, with 31 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 24,340 clients with $140B 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 | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fee Estimator
Location
100 Grandview Road, Suite 303, Braintree, MA, 02184
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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
Craig operates under BCG Retirement Consultants and Retirement & Benefit Partners, Inc., both DBAs for his LPL business. He also provides investment advisory services through Global Retirement Partners, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
Nrp Advisors, INC.
Nrp Financial, INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
Putnam Mutual Funds CORP.Broker
State Registrations6 states
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