CB
CFP
CB
CFP

Christopher Buren

13 Years of Experience
Clifton Park, NY

Christopher Buren is a CFP-designated registered investment advisor at Lvw Advisors, LLC, based in Clifton Park, NY, with 13 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, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 519 clients with $2.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
519 clients
Average Client Portfolio
$4.8M average
Assets Under Management
$2.5B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M1.00%
$10.0M - $25.0M0.50%
$25.0M - $50.0M0.40%
$50M+0.30%

Fees are negotiable. In limited circumstances, the firm may provide services for a fixed advisory fee negotiated on a case-by-case basis.

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

Clifton Park, NY

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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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Employment History
Current Registrations
Lvw Advisors, LLC
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
Hd Vest Investment ServicesBroker
January 2018 - June 2018 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2012 - December 2017 · 5 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2011 - December 2017 · 6 yrs 2 mos
MML Investors Services, LLCBroker
September 2009 - June 2011 · 1 yr 9 mos
AXA Advisors, LLCBroker
May 2009 - September 2009 · 4 mos
State Registrations1 state
NY
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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