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Christina Clemons

15 Years of Experience
Washington, DC
1 DisclosureBroker

Christina Clemons is a registered investment advisor at Missionsquare Wealth Management, based in Washington, DC, with 15 years of industry experience. Christina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
164 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$100
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.70%
$100K - $500K0.65%
$500K - $1.0M0.60%
$1M+0.55%

This fee schedule is for the Unified Managed Account (UMA) Program. The Digital Adviser program has a flat fee of 0.40%. Fees are non-negotiable, but may be aggregated across household accounts. Up to 1% of your account will be held in a cash sweep vehicle and excluded from the wrap fee.

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

777 North Capitol Street NE, Suite 600, Washington, DC, 20002-4240

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History

Regulatory History (1)
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Employment Separation After Allegations
May 2015
Employment History
Current Registrations
Missionsquare Retirement
March 2016 - Present · 10 yrs 2 mos
Missionsquare Wealth ManagementBroker
March 2016 - Present · 10 yrs 2 mos
Missionsquare Wealth Management
March 2016 - Present · 10 yrs 2 mos
Previous Registrations
Sagepoint Financial, INC.
November 2015 - February 2016 · 3 mos
Sagepoint Financial, INC.Broker
November 2015 - February 2016 · 3 mos
Strategic Advisers, INC.
August 2013 - June 2015 · 1 yr 10 mos
Fidelity Brokerage Services LLCBroker
November 2011 - June 2015 · 3 yrs 7 mos
Morgan Stanley Smith Barney LLC
May 2010 - September 2011 · 1 yr 4 mos
Morgan Stanley Smith BarneyBroker
March 2010 - September 2011 · 1 yr 6 mos
State Registrations9 states
COIAKSMNMONDNESDWI
AdvisorBrokerBoth

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.