Christopher Destefano is a registered investment advisor at Destefano Wealth Management, based in Austin, TX, with 17 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 18 clients with $38M 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 $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Investment management services are available for Clients participating in our Ongoing Comprehensive Financial Planning. Below $500,000 in managed assets: DWM will include investment management services on up to $500,000 in assets without an additional fee for Clients utilizing our Ongoing Comprehensive Financial Planning. Above $500,000 in managed assets: Once managed assets exceed $500,000, Clients will receive Ongoing Comprehensive Financial Planning without an additional fee. The annual fees are negotiable.
Fee Estimator
Location
Austin, TX
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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 →Employment History
Current Registrations
Destefano Wealth Management
Previous Registrations
Brighton Jones LLC
Brighton Jones LLC
Bell Investment Advisors INC
Fisher Investments
State Registrations2 states
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