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Christopher Castoro

20 Years of Experience
Denver, CO
1 DisclosureBroker

Christopher Castoro is a registered investment advisor at Edward Jones, based in Denver, CO, 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

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

720 S Colorado Blvd, Suite 950 N, Denver, CO, 80246

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2020
Denied
Employment History
Current Registrations
Edward Jones
November 2007 - Present · 18 yrs 11 mos
Edward JonesBroker
November 2007 - Present · 18 yrs 11 mos
Previous Registrations
Wells Fargo Investments, LLC
June 2006 - October 2007 · 1 yr 4 mos
Wells Fargo Investments, LLCBroker
April 2006 - October 2007 · 1 yr 6 mos
State Registrations20 states
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AdvisorBrokerBoth

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.
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