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Christopher Tortoriello

2 Years of Experience
New York, NY

Christopher Tortoriello is a registered investment advisor at Mio Partners, INC., based in New York, NY, with 2 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Retirement Planning, Tax Planning. Their firm serves 1,036 clients with $45B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
1,036 clients
Average Client Portfolio
$43.4M average
Assets Under Management
$44.9B

Fee Structure

MIO Partners manages investments for private funds, not directly for individual investors. These funds charge management fees and may have performance-based compensation. MIO does not have a general fee schedule for the MIO Funds. Instead, the fees and expenses associated with investments in the Private Funds vary, depending on the Private Fund, and each Private Fund’s respective Offering Materials describe the applicable fees and expenses for such fund in detail.

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Location

630 Fifth Avenue, 37th Floor, New York, NY, 10111

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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
Mio Partners, INC.
August 2023 - Present · 2 yrs 9 mos
State Registrations2 states
NYTX
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.