CD
CFA
CD
CFA

Christopher Demeo

13 Years of Experience
Beverly, MA

Christopher Demeo is a CFA-designated registered investment advisor at Nu Paradigm Investment Partners L.L.C., based in Beverly, MA, with 13 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. Their firm serves 2 clients with $1.7M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
2 clients
Average Client Portfolio
$850K average
Assets Under Management
$1.7M

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.

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

Beverly, MA

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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
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.
Christopher Demeo - Financial Advisor | TrueAdvisor