CP
CFA
CP
CFA

Christopher Pavese

17 Years of Experience
Charlotte, NC

Christopher Pavese is a CFA-designated registered investment advisor at Broyhill Asset Management, LLC, based in Charlotte, NC, 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 High Net Worth, Investment Management. Their firm serves 91 clients with $200M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
91 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$204.5M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1M+1.00%

Fees are negotiable. Private funds have separate fee schedules involving management fees and performance allocations.

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 · 18 yrs
State Registrations2 states
NCTX
Advisor

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
No exam information available for this advisor.
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