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Christopher Cinelli

6 Years of Experience
Buffalo, NY

Christopher Cinelli is a registered investment advisor at Capital Insights Group of Wny, LLC., based in Buffalo, NY, with 6 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 120 clients with $43M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
120 clients
Average Client Portfolio
$356K average
Assets Under Management
$42.7M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.50%
$3.0M - $5.0M0.40%
$5M+0.30%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

640 Ellicott Street, Mailbox 10, Buffalo, NY, 14203

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Capital Insights Group of Wny, LLC.
March 2021 - Present · 5 yrs 1 mo
Previous Registrations
AXA Advisors, LLC
October 2008 - July 2010 · 1 yr 9 mos
State Registrations1 state
NY
Advisor

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
No exam information available for this advisor.