Christopher Drouin
Christopher Drouin is a registered investment advisor at Beyond Wealth Management Group, LLC, based in New Paltz, NY, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 274 clients with $110M 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 | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are generally negotiable.
Fee Estimator
Location
101 Main Street, Rear Building, New Paltz, NY, 12561
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2018Other Business ActivitiesSells Insurance
Christopher is an IAR under DBA Beyond Wealth Management, dedicating full-time hours since 2007, and receives commissions as an insurance agent since 2002, selling life, health, annuity, disability, critical illness, long-term care, and Medicare insurance. He also dedicates minimal time per week to the New Paltz Regional Chamber of Commerce and Woodland Pond Continuing Care Retirement Community.
Employment History
Current Registrations
Beyond Wealth Management Group, LLC
Previous Registrations
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
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.