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CFA
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CFA

Christopher Baccella

Mariner
9 Years of Experience
Novi, MI
View SEC Summary
View SEC Summary

Christopher Baccella is a CFA-designated registered investment advisor at Mariner, based in Novi, MI, with 9 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 11 more. Their firm serves 55,512 clients with $130B in assets under management.

Mariner
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
985 advisors
Number of Clients
55,512 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$125.4B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.80%
$10M+0.60%

Fees are subject to negotiation. Subject to a minimum quarterly fee of $1,875. Certain alternative strategies and specialized accounts may incur separate strategy fees or third-party manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

39500 High Pointe Blvd, Suite 300, Novi, MI, 48375

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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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Other Business Activities

Christopher serves on the Board of Directors for Banker's Retirement Service, reviewing investments offered in a 401k plan. He dedicates minimal time to this investment-related activity and is not involved in sales or individual investment advice.

Employment History
Current Registrations
Mariner
August 2022 - Present · 4 yrs 2 mos
Previous Registrations
Heber Fuger Wendin INC
January 2022 - October 2022 · 9 mos
Revalue LLC
January 2019 - April 2019 · 3 mos
Wilson, Kemp & Associates, INC.
May 2013 - March 2015 · 1 yr 10 mos
Comerica Securities
February 2011 - March 2014 · 3 yrs 1 mo
State Registrations1 state
MI
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.
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