Christian D'urso
Christian D'urso is a registered investment advisor at Tradewinds Wealth Management, based in Portland, OR, with 18 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 261 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.35% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.95% |
| $4.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $15.0M | 0.80% |
| $15.0M - $20.0M | 0.75% |
| $20.0M - $30.0M | 0.70% |
| $30.0M - $40.0M | 0.65% |
| $40.0M - $50.0M | 0.60% |
| $50M+ | 0.55% |
Advisory fees may be negotiated based on individual client circumstances. Some clients may also pay an additional 0.18% fee to Parametric Portfolio Associates LLC for sub-advisory services.
Fee Estimator
Location
5550 S Macadam Ave, Ste 110, Portland, OR, 97239
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2009Other 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
Previous Registrations
Financial Advocates Investment Management
LPL Financial LLCBroker
LPL Financial LLC
Wells Fargo Advisors, LLC
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations3 states
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.