Cory Christiana is a CFP-designated registered investment advisor at Nexten Fp, based in Hingham, MA, with 21 years of industry experience. Cory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees are negotiable. If an outside manager is used, their separate fee applies in addition, though total combined advisory fees will not exceed 2%.
Fee Estimator
Location
Hingham, MA
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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
Nexten Fp
Previous Registrations
Northern Lights Distributors, LLCBroker
Russell Investments
Russell Investments Financial Services, LLCBroker
Van Kampen Advisors INC
Van Kampen Funds INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations1 state
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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