Christine Munoz
Christine Munoz is a registered investment advisor at Big "i" Advisory Resources, LLC, based in Alexandria, VA, with 12 years of industry experience. Christine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 3 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.50% |
| $2.0M - $5.0M | 0.45% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $20.0M | 0.35% |
| $20M+ | 0.30% |
Fees are based on the value of assets attributable to each member firm in the MEP or other plans. The firm's advisory fee consists of the above fees minus FA's fees as the Section 3(38) fiduciary and any other third-party advisers or service providers retained by BIRS and the other plan sponsors.
Fee Estimator
Location
127 South Peyton Street, Alexandria, VA, 22314
Get directionsHistory
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
Christine is the Director of Retirement & Employee Benefits at Independent Insurance Agents & Brokers of America, Inc. She provides IRAs, 401Ks, and group benefits (including group life, disability, dental, and vision) to members of state associations.
Employment History
Current Registrations
Big "i" Advisory Resources, LLC
State Registrations2 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.