CA
PFS
CA
PFS

Christopher Anselmo

19 Years of Experience
Parma, OH
Sells Insurance

Christopher Anselmo is a PFS-designated registered investment advisor at Brookside Financial Advisors, LLC, based in Parma, OH, with 19 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, Investment Management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.65%
$1.0M - $2.0M1.20%
$2M+1.20%

Advisory fees are withdrawn directly from the client’s accounts with client written authorization. The annual Fee may be negotiable. Accounts within the same household may be combined for a reduced fee. Fees are billed quarterly in arrears.

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

10150 W. Sprague Road, Parma, OH, 44130

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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 ActivitiesSells Insurance

Christopher is the sole owner of Brookside Tax & Financial Group LLC, offering tax and insurance services including health, life, and annuities, taking nearly full-time. He also owns a private law firm, Anselmo&Company LLC, dedicating about a quarter of his time, and has ownership in two rental real estate companies, Escalating Estates, LLC and Riverview Properties, LLC, dedicating minimal time to each. Additionally, Christopher owns Brookside Insurance Advisors, LLC, focusing on Medicare services and sales, dedicating minimal time.

Employment History
Current Registrations
Brookside Financial Advisors, LLC
August 2011 - Present · 14 yrs 9 mos
Previous Registrations
Brokers International Financial Services, LLC
August 2009 - April 2011 · 1 yr 8 mos
Brokers International Financial Services, LLC
November 2007 - November 2008 · 1 yr
Fsc Securities Corporation
January 2001 - July 2002 · 1 yr 6 mos
State Registrations1 state
OH
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.