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Christian D'urso

Tradewinds Wealth Management
19 Years of Experience
Portland, OR
1 DisclosureSells Insurance
View SEC Summary
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Christian D'urso is a registered investment advisor at Tradewinds Wealth Management, based in Portland, OR, with 19 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 261 clients with $140M in assets under management.

Tradewinds Wealth Management
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
261 clients
Average Client Portfolio
$517K average
Assets Under Management
$135.1M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.35%
$1.0M - $2.0M1.25%
$2.0M - $3.0M1.00%
$3.0M - $4.0M0.95%
$4.0M - $5.0M0.90%
$5.0M - $10.0M0.85%
$10.0M - $15.0M0.80%
$15.0M - $20.0M0.75%
$20.0M - $30.0M0.70%
$30.0M - $40.0M0.65%
$40.0M - $50.0M0.60%
$50M+0.55%

Fees are negotiable based on client circumstances and family relationships. Sub-advisor Parametric charges an additional 0.18% fee if utilized.

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

Location

5550 S Macadam Ave, Ste 110, Portland, OR, 97239

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History

Regulatory History (1)
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Customer Dispute
January 2009
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Christian is associated with D'Urso Wealth Management, LLC, an insurance agency, since 2019. He dedicates minimal time to this activity.

Employment History
Current Registrations
Tradewinds Wealth Management
March 2023 - Present · 3 yrs 7 mos
Previous Registrations
Financial Advocates Investment Management
January 2013 - March 2023 · 10 yrs 2 mos
LPL Financial LLCBroker
May 2009 - March 2023 · 13 yrs 10 mos
LPL Financial LLC
May 2009 - November 2012 · 3 yrs 6 mos
Wells Fargo Advisors, LLC
April 2009 - May 2009 · 1 mo
Wachovia Securities, LLCBroker
January 2008 - May 2009 · 1 yr 4 mos
A. G. Edwards & Sons, INC.Broker
May 2007 - January 2008 · 8 mos
State Registrations3 states
ORRIWA
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.
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