Christopher Zaccarelli
Christopher Zaccarelli is a CFA-designated registered investment advisor at Beacon Capital Advisory Group, based in Charlotte, NC, with 20 years of industry experience. Their practice areas include Alternative Investments, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 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% |
Fees are negotiable. For clients who invest in alternative investments, BCAG may charge a due diligence and monitoring fee ranging from 0.25% to 1.00% per year, which replaces the standard management fee on those assets.
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 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.