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Christopher Cacchiola

Emissary Wealth
14 Years of Experience
Hackensack, NJ
View SEC Summary
View SEC Summary

Christopher Cacchiola is a registered investment advisor at Emissary Wealth, based in Hackensack, NJ, with 14 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 230 clients with $190M in assets under management.

Emissary Wealth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
230 clients
Average Client Portfolio
$805K average
Assets Under Management
$185.1M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.00%
$3.0M - $5.0M0.75%
$5.0M - $15.0M0.50%
$15M+0.25%

Fees are negotiable. The minimum annual fee is $2,500.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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View Full SEC Brochure

Location

2 University Plaza Drive, Suite 511, Hackensack, NJ, 07601

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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 an independent investment consultant to 18 Squared GP, LLC, dedicating about 10-20% of his time to due diligence, research, and capital allocation recommendations. He is also a managing member of Crescita Ventures LLC and the owner of Emissary Tax, LLC, a tax and accounting firm.

Employment History
Current Registrations
Emissary Wealth
March 2020 - Present · 6 yrs 7 mos
Previous Registrations
Mercer Global Advisors INC.
July 2019 - March 2020 · 8 mos
Beacon Wealth Management, LLC
February 2012 - March 2019 · 7 yrs 1 mo
Ernst & Young Investment Advisers LLP
February 2011 - May 2011 · 3 mos
State Registrations2 states
NJTX
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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