CZ
CFA
CZ
CFA

Christopher Zafiriou

3 Years of Experience
Merion Station, PA

Christopher Zafiriou is a CFA-designated registered investment advisor at Flax Pond Capital, LLC, based in Merion Station, PA, with 3 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 120 clients with $220M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
120 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$222.3M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50K1.25%
$50K - $150K1.00%
$150K - $250K0.90%
$250K+0.80%

Clients who do not receive financial planning services pay 0.8% of their assets under management.

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

Merion Station, PA

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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 provides independent consulting services to a private equity firm since February 2023. This non-investment related activity takes about 10-20% of his time and is mostly outside of trading hours.

Employment History
Current Registrations
Flax Pond Capital, LLC
February 2023 - Present · 3 yrs 3 mos
State Registrations1 state
PA
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.