CA
CA

Christopher Aken

5 Years of Experience
Rochester, NY

Christopher Aken is a registered investment advisor at Gmr Associates, INC, based in Rochester, NY, with 5 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 29 clients with $81M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
29 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$81.3M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.52%
$1.0M - $5.0M0.32%
$5M+0.12%

Fees are negotiable.

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

300 Buell Rd, Rochester, NY, 14624

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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
Gmr Associates, INC
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Gmr Associates, INC
April 2015 - July 2016 · 1 yr 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 Aken - Financial Advisor | TrueAdvisor