Christopher Tamagno
Christopher Tamagno is a registered investment advisor at Great Valley Advisor Group, LLC, based in Newtown, PA, with 21 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 1 more. Their firm serves 33,099 clients with $9.7B 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 | 2.50% |
| $500K - $1.0M | 2.25% |
| $1.0M - $3.0M | 2.00% |
| $3M+ | 2.00% |
Fees and account value tiers are subject to negotiation at the sole discretion of Great Valley Advisor Group.
Fee Estimator
Location
780 Newtown Yardley Rd, #310, Newtown, PA, 18940
Get directionsHistory
Regulatory History
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 →Other Business ActivitiesSells Insurance
Christopher is a Registered Investment Advisor Representative with Great Valley Advisor Group, dedicating about half of his time. He is also an agent selling life insurance, fixed annuities, and long-term care insurance through Lexington Financial and LTC Solutions, spending a few hours per week on these activities.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Associated Securities CORP.
Associated Securities CORP.Broker
Fsc Securities Corporation
Strategic Wealth Advisors Group
Fsc Securities CorporationBroker
Planco Financial Services, INC.Broker
State Registrations15 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.