Christopher Zaccarelli
Christopher Zaccarelli is a CFA-designated registered investment advisor at Beacon Capital Advisory Group, based in Charlotte, NC, with 21 years of industry experience. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 184 clients with $220M 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% |
The total annual assets under management fee will not exceed 2.00% and is generally negotiable.
Fee Estimator
Location
2901 Coltsgate Rd, Suite 102, Charlotte, NC, 28211
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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
Beacon Capital Advisory Group
Previous Registrations
Independent Advisor Alliance, LLC
Cornerstone Wealth
LPL Financial LLCBroker
Goldman Sachs Execution & Clearing, L.P.Broker
Goldman, Sachs & CO.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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