Christopher Gabriel is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Bald Head Island, NC, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Bald Head Island, NC
Get directionsChristopher is the founder and sole member of Age of Generosity, LLC, created to own and oversee his intellectual property on generosity and giving, dedicating a few hours per week. He also owns WISEgenerosity, LLC and is finishing a book on generosity, dedicating about 10-20% of his time. Christopher is also an officer of The Generosity Project Inc., a non-operational entity.
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.