Christopher Maggi
Christopher Maggi is a registered investment advisor at Maggi Investment Services, LLC, based in Oldmar, FL, 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 5 clients with $1.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Maggi Investment Services offers investment management services where fees are based on 1.5% of the value of your portfolio annually. This fee may be negotiable, and households may combine accounts for a reduced fee. Fees are billed quarterly, in advance.
Maggi Investment Services may also use Orion Portfolio Solutions to manage client assets. In this case, total annual fees, including Maggi Investment Services' fees, cannot exceed 2.5% of the value of your portfolio. These fees are charged monthly, in arrears.
Maggi Investment Services also has a co-advisor relationship with Gradient Investments, LLC. In this arrangement, fees are 1.60% annually for Strategic, Tactical, and Allocation & Defined Outcome Portfolios, 1.00% for Preservation Portfolios, and 1.50% for Private Wealth Portfolios. Maggi Investment Services receives 1.00% of the fee for Strategic, Tactical, and Allocation & Defined Outcome Portfolios, 0.60% for Preservation Portfolios, and 1.00% for Private Wealth Portfolios. For Client Directed Accounts, the fee is $300 annually, with Maggi Investment Services receiving $0.
Location
3895 Tampa Road, Oldmar, FL, 34677
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Regulatory History (1)
Customer Dispute
April 2014Other Business ActivitiesSells Insurance
Christopher is the Vice President of Maggi Tax Advisory Group, Inc., where he focuses on insurance sales of fixed annuities, life, and long-term care, as well as tax preparation/reviews, dedicating full-time hours to the insurance business and three months of the year to the tax business. He is also Vice President of College Funding of Tampa Bay, spending minimal time providing college and financial aid education and resources.
Employment History
Current Registrations
Maggi Investment Services, LLC
State Registrations4 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.