Christopher Dulany
Christopher Dulany is a CFP-designated registered investment advisor at Edward Jones, based in Las Cruces, NM, with 20 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B 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 | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
3045 E University Ave Bldg D, Las Cruces, NM, 88011-0000
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2023Other Business Activities
Christopher is a board member of the Aggie Development Board since 2015, reviewing real estate holdings and campus improvements. He is also the Chair of the Investment Committee for the New Mexico State University Foundation Board since 2020, overseeing quarterly meetings and reporting to the executive team.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations29 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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