CM
CFP
CM
CFP

Christopher Minko

10 Years of Experience
Brooklyn, NY

Christopher Minko is a CFP-designated registered investment advisor at Minko Wealth, based in Brooklyn, NY, with 10 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 270 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
270 clients
Average Client Portfolio
$434K average
Assets Under Management
$117.1M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable depending on the needs of the client and the complexity of the situation.

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

Brooklyn, NY

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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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Other Business Activities

Christopher works as a paralegal at Minko Law Office, assisting with trust administration and Medicaid applications since 2014. This takes nearly full-time hours and may occur during trading hours.

Employment History
Current Registrations
Minko Wealth
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Investment Advisers LLC
October 2016 - February 2017 · 4 mos
Cetera Financial Specialists LLCBroker
September 2016 - February 2017 · 5 mos
J.P. Morgan Securities LLCBroker
July 2012 - October 2014 · 2 yrs 3 mos
Hfp Capital Markets LLCBroker
March 2012 - April 2012 · 1 mo
Gain SecuritiesBroker
October 2008 - November 2011 · 3 yrs 1 mo
Ameriprise Financial Services, INC.Broker
July 2005 - October 2005 · 3 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.
Christopher Minko - Financial Advisor | TrueAdvisor