Christopher Avery
Christopher Avery is a registered investment advisor at Ibn Financial Services, INC, based in Liverpool, NY, with 19 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 519 clients with $88M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees generally range from 0.50% to 2.00% per year depending on account size and complexity. Fees are negotiable.
Fee Estimator
Location
404 Old Liverpool Rd, Liverpool, NY, 13088
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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 ActivitiesSells Insurance
Christopher owns CM Property Group, a construction business, and works as an insurance agent selling Medicare plans, dedicating a few hours per week to each. He also works as an Investment Advisor for CIRA, taking about half of his time.
Employment History
Current Registrations
Ibn Financial Services, INC
Ibn Financial Services, INC.Broker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
M&t Securities, INC.Broker
Pruco Securities, LLC.Broker
State Registrations6 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.
Exams
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