CM
CM

Christopher Mangiapane

11 Years of Experience
Coral Springs, FL
Broker

Christopher Mangiapane is a registered investment advisor at Charles Schwab & CO., INC., based in Coral Springs, FL, with 11 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.

Compensation
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.80%
$1.0M - $2.0M0.75%
$2.0M - $5.0M0.70%
$5.0M - $10.0M0.50%
$10.0M - $25.0M0.30%
$25M+0.30%

Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.

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

Location

2914 N. University Dr., Coral Springs, FL, 33065

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Charles Schwab & CO., INC.
June 2023 - Present · 2 yrs 11 mos
Charles Schwab & CO., INC.Broker
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Alhambra Investment Management LLC
June 2018 - April 2020 · 1 yr 10 mos
Parkland Wealth Management, LLC
August 2015 - August 2016 · 1 yr
Mbsc Securities Corporation
September 2006 - November 2008 · 2 yrs 2 mos
Mbsc Securities CorporationBroker
September 2006 - November 2008 · 2 yrs 2 mos
Lord, Abbett & CO. LLC
February 2003 - August 2006 · 3 yrs 6 mos
Lord Abbett Distributor LLCBroker
September 2002 - August 2006 · 3 yrs 11 mos
State Registrations14 states
FLGAINKSKYLAMAMINCNJNYPASCTX
AdvisorBrokerBoth

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.