Virgilio Cristobal
Virgilio Cristobal is a CFP-designated registered investment advisor at Chrome Advisors, based in San Francisco, CA, with 22 years of industry experience. Virgilio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 124 clients with $150M 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 $1000K | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are negotiable. For sub-advisory services, fees range up to 1.50% in addition to the stated fees, but combined fees will not exceed 2.00%.
Fee Estimator
Location
345 California Street, Suite 600, San Francisco, CA, 94104
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2022Other Business ActivitiesSells Insurance
Virgilio works as an insurance agent selling insurance products since 2007. This takes about a quarter of his time, all during trading hours.
Employment History
Current Registrations
Chrome Advisors
Previous Registrations
Sagepoint Financial, INC.
Cullen Financial Advisors
Sagepoint Financial, INC.Broker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations2 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.