Christopher Carbone
Christopher Carbone is a registered investment advisor at Bellwether Investment Services LLC, based in Loveland, OH, with 17 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 18 clients with $2.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bellwether Investment Services charges an annual fee based on the value of your portfolio, ranging from 0.5% to 1.5%. The specific fee is negotiated with each client based on factors such as the amount of assets managed and the level of service provided. Fees are billed monthly in arrears and deducted from your account.
Location
Loveland, OH
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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
Bellwether Investment Services LLC
Previous Registrations
National Wealth Management Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
PFS Investments INC.Broker
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.