CD
CFA
CD
CFA

Christopher Demeo

14 Years of Experience
Mount Kisco, NY

Christopher Demeo is a CFA-designated registered investment advisor at Nu Paradigm Investment Partners L.L.C., based in Mount Kisco, NY, with 14 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 2 clients with $1.9M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
2 clients
Average Client Portfolio
$932K average
Assets Under Management
$1.9M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25.0M0.75%
$25.0M - $50.0M0.50%
$50.0M - $100.0M0.40%
$100.0M - $250.0M0.30%
$250.0M - $1000.0M0.25%
$1000M+0.10%

Fees may be negotiable at the sole discretion of Nu Paradigm Investment Partners. Clients are generally subject to a minimum annual fee of $5,000, and fixed fees ranging from $5,000 to $20,000 may apply depending on client size and complexity.

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

Mount Kisco, NY

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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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Employment History
Current Registrations
Nu Paradigm Investment Partners L.L.C.
April 2014 - Present · 12 yrs 6 mos
Previous Registrations
Wall Street Access Asset Management, LLC
April 2017 - February 2019 · 1 yr 10 mos
Merrill Lynch Pierce Fenner & Smith INC.
June 2004 - May 2006 · 1 yr 11 mos
State Registrations1 state
MA
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.
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