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Christopher Lamarca

21 Years of Experience
Shelton, CT
Broker

Christopher Lamarca is a registered investment advisor at Pentegra Investors, INC., based in Shelton, CT, with 21 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 250 clients with $5.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
250 clients
Average Client Portfolio
$22.4M average
Assets Under Management
$5.6B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M0.80%
$10.0M - $25.0M0.35%
$25.0M - $50.0M0.30%
$50.0M - $100.0M0.25%
$100M+0.20%

Fees are negotiable based on services, client type, account size, relationship, and asset composition.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Enterprise Drive, Suite 408, Shelton, CT, 06484-4657

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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
Pentegra Investors, INC.
January 2017 - Present · 9 yrs 9 mos
Pentegra Distributors INC.Broker
January 2017 - Present · 9 yrs 9 mos
Previous Registrations
Pfm Fund Distributors, INC.Broker
July 2014 - January 2015 · 6 mos
Sei Investments Distribution CO.Broker
July 2008 - February 2012 · 3 yrs 7 mos
Commerce Capital Markets, INC.
January 2006 - August 2007 · 1 yr 7 mos
Commerce Capital Markets, INC.Broker
January 2006 - August 2007 · 1 yr 7 mos
PNC Capital Markets, INC.Broker
December 2003 - January 2006 · 2 yrs 1 mo
George K. Baum & CompanyBroker
May 1999 - August 2003 · 4 yrs 3 mos
American Express Financial Advisors INC.Broker
August 1997 - September 1997 · 1 mo
Ids Life Insurance CompanyBroker
August 1997 - September 1997 · 1 mo
State Registrations4 states
CTNYOKTX
AdvisorBroker

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.
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