Cristine Calkins is a registered investment advisor at Goose Valley Consulting, LLC, based in Stuyvesant, NY, with 5 years of industry experience. Cristine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching. Their firm serves 10 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| $0K - $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $4.0M | 0.70% |
| $4M+ | 0.50% |
Fees are for investment supervisory services through Frontier Asset Management. Fees are paid quarterly in advance, and clients may terminate their account with three days written notice. There is an account minimum of $250,000, which may be waived by the investment adviser.
Fee Estimator
Location
Stuyvesant, NY
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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 Activities
Cristine owns Goose Valley Consulting, LLC, dedicating more than half of her time to this non-investment related activity. She also owns an Airbnb property, spending about 10% of her time on it.
Employment History
Current Registrations
Goose Valley Consulting, LLC
Sage 360 Advisors 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.