Christian Roux
Christian Roux is a registered investment advisor at BMO Nesbitt Burns Securities LTD., based in Montreal, Quebec, with 25 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,086 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.40% |
Standard Management Fees for Balanced and Growth Portfolios. Fees are negotiable. Standard Management Fees for Income Portfolios: - First $500,000: 1.25% - Next $500,000: 0.75% - Next $1 million: 0.50% - Next $3 million: 0.45% - Next $5 million: 0.35% - Over $10 million: 0.30%
Fee Estimator
Location
1501 Avenue Mcgill College, Suite 3000, Montreal, Quebec, H3A 3M8
Get directionsHistory
Regulatory History (1)
Regulatory
December 2000Employment History
Current Registrations
BMO Nesbitt Burns Securities LTD.
BMO Nesbitt Burns Securities LTD.Broker
State Registrations6 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.