Christian Axelson
Christian Axelson is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Great Neck, NY, with 29 years of industry experience. Christian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,838,984 clients with $1800B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Managed Account Advisors and Merrill Lynch charge an asset-based fee called the Account Fee, which consists of two parts:
- Investment Management and Trust Fee — Paid to Bank of America for its services, with rates set in your client agreement and subject to negotiation based on your portfolio value and account size.
- Style Manager Expense — Paid to the specific manager of your chosen strategy, generally ranging from 0.00% to 0.50% per year, and does not change based on portfolio size.
Total fees vary depending on the specific strategies and account size, and are deducted directly from your account on a regular basis.
Location
805 Northern Blvd, Great Neck, NY, 11021
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2012Other Business Activities
Christian owns and rents an investment/vacation property in Newport, RI, since 2006, and another rental property in Point Lookout, NY, since 2023. He dedicates minimal time to these activities.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
TD Waterhouse Investor Services, INC.Broker
The Dreyfus Service CorporationBroker
State Registrations22 states
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
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