Christo Terzidis
Christo Terzidis is a registered investment advisor at Hennion & Walsh Asset Management, INC., based in Parsippany, NJ, with 25 years of industry experience. Christo is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,099 clients with $770M 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 $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable. Tax-advantaged income strategies have a separate tiered schedule starting at 0.90% down to 0.55%. Other programs include Personalized Unified Managed Account at 2.00% plus manager fees, and Asset Advisor at 2.00%.
Fee Estimator
Location
2001 Route 46, Waterview Plaza, Parsippany, NJ, 07054
Get directionsHistory
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 →Employment History
Current Registrations
Hennion & Walsh Asset Management, INC.
Hennion & Walsh, INC.Broker
Previous Registrations
PFS Investments INC.Broker
Primerica Advisors
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
Ocm Investments, LLCBroker
Ing Financial Advisers, LLCBroker
Ing Investments Distributor, LLCBroker
Pinebridge Securities LLCBroker
UBS Financial Services INC.Broker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Dljdirect INC.Broker
Nylife Distributors INC.Broker
Andrew Garrett, INC.Broker
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.
Exams
More Advisors
- Cal SmithHennion & Walsh Asset Management, INC.
- Kunal Patel, CFPHennion & Walsh Asset Management, INC.
- Justin YoonHennion & Walsh Asset Management, INC.
- David DarcangeloHennion & Walsh Asset Management, INC.
- Stephen KowalskiHennion & Walsh Asset Management, INC.
- William HennionHennion & Walsh Asset Management, INC.