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KS
CFP · ChFC
KS
CFP · ChFC

Kristina Shamonina

Commonwealth Financial Network
19 Years of Experience
Miami, FL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Kristina Shamonina is a CFP, ChFC-designated registered investment advisor at Commonwealth Financial Network, based in Miami, FL, with 19 years of industry experience. Kristina is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.

Commonwealth Financial Network
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2904 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2398 South Dixie Highway, Miami, FL, 33133

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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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Kristina sells fixed insurance under 'Tonkinson Financial' from the branch location. This activity is investment related.

Employment History
Current Registrations
Commonwealth Financial Network
January 2016 - Present · 10 yrs 9 mos
Commonwealth Financial NetworkBroker
July 2011 - Present · 15 yrs 3 mos
Previous Registrations
Securities America, INC.Broker
June 2007 - July 2011 · 4 yrs 1 mo
State Registrations3 states
FLMANM
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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