CN
CN

Christine Clarissa Narayan

10 Years of Experience
Broker
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
126 clients
Average Client Portfolio
$543K average
Assets Under Management
$68.5M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K2.50%
$100K - $500K2.00%
$500K - $1.0M1.75%
$1.0M - $2.5M1.50%
$2.5M+1.50%

Fees negotiable for accounts over $2,500,000.

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

188 Inverness Drive West, Suite 100, Centennial, CO, 80112

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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.

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Other Business Activities

Christine is the Managing Director and Founder of Apex Capital Management Ltd, an investment advisor, spending minimal time on this business. She also works as an associate broker with a real estate license, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Colorado Financial Service Corporation
July 2020 - Present · 5 yrs 7 mos
Colorado Financial Service CorporationBroker
July 2020 - Present · 5 yrs 7 mos
Colorado Financial Service Corporation
April 2020 - Present · 5 yrs 10 mos
Apex Capital Management LTD.
March 2020 - Present · 5 yrs 11 mos
Previous Registrations
White Peaks Asset Management, LLC
October 2018 - December 2019 · 1 yr 2 mos
Wells Fargo Advisors, LLCBroker
June 2007 - May 2011 · 3 yrs 11 mos
State Registrations1 state
CO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.