Anna Christakos
Anna Christakos is a registered investment advisor at Westfield Wealth Management, LLC, based in Cranford, NJ, with 16 years of industry experience. Anna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 78 clients with $89M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fees range up to 1.00% of investable assets and the client’s fee is specified and agreed upon in the client’s investment advisory agreement prior to any services being provided. The amount of the fee is negotiated on a case by case basis.
Fee Estimator
Location
200 South Avenue East, Suite 303, Cranford, NJ, 07016
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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
Anna is the owner of Christakos & Co., PC, a CPA firm, and a member/part owner of Giovannone Family LLC, which holds family investments. She is also an associate at Century 21 for real estate sales, an employee at Westfield Wealth Management for clerical support, and the owner/manager of Westfield Benefit Services, LLC for employee benefits and insurance sales and service.
Employment History
Current Registrations
Westfield Wealth Management, LLC
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.