Christina Ferrer is a CFP-designated registered investment advisor at Be Your Best Financial, based in Littleton, CO, with 16 years of industry experience. Christina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Middle Income, and 4 more. Their firm serves 6 clients with $170K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For Clients utilizing the services of Betterment or Schwab Model Portfolios, the fee is 0.50% of assets under management. The combined fee will not exceed 2% of assets under management. Fees are negotiable.
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Contact
Christina Ferrer
Location
Littleton, CO
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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 →Employment History
Current Registrations
Be Your Best Financial
Previous Registrations
BMO Harris Financial Advisors, INC
BMO Harris Financial Advisors, INC.Broker
Oppenheimerfunds Distributor, INC.Broker
American Funds Distributors, INC.Broker
Edward Jones
Edward JonesBroker
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.
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