Christopher Pollina
Christopher Pollina is a CFP-designated registered investment advisor at Portfolio Medics, LLC, based in East Setauket, NY, with 28 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 3,702 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio Medics manages investments through several strategies, each with its own fee:
- Advisor Managed Portfolios (AMP): Up to $10 million, 2.60% per year. Fees are negotiable above $10 million.
- Diversified Fund Allocation (DFA): Up to $10 million, 1.00% per year. Fees are negotiable above $10 million.
- Market Trend Strategy (MTS): Up to $10 million, 1.50% per year. Fees are negotiable above $10 million.
Fees are based on the value of your investments and are paid quarterly.
Location
East Setauket, NY
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Regulatory History (1)
Customer Dispute
December 2009Other Business ActivitiesSells Insurance
Christopher owns and operates Smart Solutions Vending, selling healthy snacks, dedicating about 10-20% of his time. He is also an independent insurance agent and a delivery driver for Postmates, dedicating a significant amount of time to these activities.
Employment History
Current Registrations
Portfolio Medics, LLC
Previous Registrations
MML Investors Services, LLCBroker
Rockwell Global Capital LLCBroker
Allied Beacon Partners, INC.Broker
Advanced Planning Securities, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
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.