CP
CFA
CP
CFA

Christopher Rocco Pavese

17 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
100 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$225.0M

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.50%
$1M+1.00%

Fee is negotiable at the option of BAM.

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

601 South Cedar St., Suite 200, Charlotte, NC, 28202

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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

Christopher is the Vice President and Chief Investment Officer of BMC Fund, Inc., a registered investment company. He is primarily responsible for the day-to-day management of the Fund's portfolio.

Employment History
Current Registrations
Broyhill Asset Management, LLC
October 2008 - Present · 17 yrs 4 mos
State Registrations2 states
NCTX
Advisor
Exams
No exam information available for this advisor.
Christopher Rocco Pavese - Financial Advisor | TrueAdvisor