CC
CFA
CC
CFA

Christopher Cabral

7 Years of Experience
Hingham, MA

Christopher Cabral is a CFA-designated registered investment advisor at New World Advisors LLC, based in Hingham, MA, with 7 years of industry experience. Christopher 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 102 clients with $720M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
102 clients
Average Client Portfolio
$7.1M average
Assets Under Management
$722.8M

Fee Structure

New World Advisors charges a percentage of your portfolio annually for investment management services. The exact percentage ranges from 0.50% to 2.00% depending on the complexity of your situation, the amount you invest, and your overall relationship with New World. Fees are negotiable.

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Location

350 Lincoln Street, Suite 1100, Hingham, MA, 02043

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
New World Advisors LLC
September 2018 - Present · 7 yrs 7 mos
State Registrations1 state
MA
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.
Christopher Cabral - Financial Advisor | TrueAdvisor