Christian Baldino
Christian Baldino is a registered investment advisor at Florida Estate and Retirement Planning Advisors, LLC, based in Miami Lakes, FL, with 14 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Florida Estate and Retirement Planning Advisors does not directly manage your investments. Instead, they connect you with third-party money managers (TPMs) like Curian and SEI. You'll pay the TPM directly based on their fee schedule, which Florida Estate and Retirement Planning Advisors will disclose to you before you sign any agreements. Florida Estate and Retirement Planning Advisors receives a portion of the fees you pay to the TPM as a referral fee.
For Curian, Florida Estate and Retirement Planning Advisors' fee is between 1% and 1.5%, negotiated at the time of establishing the account. For SEI, the servicing fee will not exceed 1.35% of the account's value on an annual basis.
Location
7900 Oak Lane, Suite 400, Miami Lakes, FL, 33016
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 →Other Business ActivitiesSells Insurance
Christian works as an insurance agent at Florida Estate and Retirement Planning Center, providing insurance products sales and services. This activity takes up nearly full-time hours.
Employment History
Current Registrations
Florida Estate and Retirement Planning Advisors, LLC
Previous Registrations
Gradient Advisors, LLC
Pfg Financial Advisors Network
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.