Christopher Dupee
Christopher Dupee is a registered investment advisor at Pearson Financial Services, based in Dennis, MA, with 22 years of industry experience. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Annual asset allocation/portfolio monitoring fee is based on an aggregate value of all accounts within the established household. Fees are negotiable and exceptions to the general fee schedule may be made under certain circumstances.
Fee Estimator
Location
586 Main St, Dennis, MA, 02638
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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 Activities
Christopher works as a CPA at Sanders Walsh & Eaton, providing accounting, tax review, and compiled financial statement services since 2008. This takes nearly full-time hours per month, with some during trading hours.
Employment History
Current Registrations
Pearson Financial Services
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Invescor Advisory Services, INC.
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Investment Advisors & Consultants, 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.