Christine Narayan
Christine Narayan is a registered investment advisor at Colorado Financial Service Corporation, based in Denver, CO, with 11 years of industry experience. Christine is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 188 clients with $84M 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 | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are negotiable. Amounts over $2,500,000 are negotiable.
Fee Estimator
Location
Denver, CO
Get directionsHistory
Regulatory History
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 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
Colorado Financial Service CorporationBroker
Colorado Financial Service Corporation
Apex Capital Management LTD.
Previous Registrations
White Peaks Asset Management, LLC
Wells Fargo Advisors, LLCBroker
State Registrations1 state
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
More Advisors
- Fred KellyColorado Financial Service Corporation
- Chester HebertColorado Financial Service Corporation
- Jacqueline Battista, CFPCorepath Wealth Partners LLC
- Kayla Benjamin, CFPKb Financial Advisors LLC
- Jonathan Vogel, CFPEmerson Equity LLC
- Joseph Adams, ChFCState Farm Investment Management CORP.