TrueAdvisor
TrueAdvisor
CC
CC

Christopher Cox

Portside Wealth Group, LLC
17 Years of Experience
San Jose, CA
Sells Insurance
View SEC Summary
View SEC Summary

Christopher Cox is a registered investment advisor at Portside Wealth Group, LLC, based in San Jose, CA, with 17 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 6,475 clients with $1.4B in assets under management.

Portside Wealth Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
56 advisors
Number of Clients
6,475 clients
Average Client Portfolio
$221K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual portfolio management fees range from 0% to 2.00% depending on asset size, complexity, and administration level. Fees are negotiable.

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

Location

San Jose, CA

Get directions

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

Christopher owns Beach III, LLC, an online retail t-shirt store, dedicating about 10-20% of his time. He is also a limited partner in Forward Partners Group and offers fixed life and annuity products, spending minimal time on each.

Employment History
Current Registrations
Portside Wealth Group, LLC
May 2024 - Present · 2 yrs 5 mos
Previous Registrations
Baker Tilly Wealth Management, LLC
April 2021 - April 2024 · 3 yrs
Allworth Financial, L.P.
October 2019 - March 2021 · 1 yr 5 mos
Siena Wealth Management, INC.
March 2014 - November 2019 · 5 yrs 8 mos
Foothill Securities, INC.
February 2009 - February 2014 · 5 yrs
Berthel Fisher & Company Financial Services, INC.
March 2008 - December 2008 · 9 mos
State Registrations1 state
CA
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.
More Advisors
More financial advisors in San Jose, CA →All financial advisors in California →