Christian Oconnor is a registered investment advisor at Envestnet Pmc, based in Austin, TX, with 19 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Socially Responsible Investing. Their firm serves 2,241,364 clients with $610B 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 | 1.21% |
Program fees vary by portfolio type, ranging from 0.07% to 1.21% depending on the specific investment strategy selected. Fees do not include advisor fees or underlying fund expenses.
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
Envestnet Pmc
Previous Registrations
Assetmark, INC.
Assetmark Brokerage, LLCBroker
Quasar Distributors, LLCBroker
Horizon Investments LLC
Foreside Financial Services, LLCBroker
Northern Lights Distributors, LLCBroker
Symmetry Partners
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Morgan Stanley Dw 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.
Exams
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