James Christopher
James Christopher is a registered investment advisor at Apeiron Wealth Service, based in Astoria, NY, with 15 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee is 2.00% of assets under management and is negotiable based on criteria such as account composition, anticipated future assets, and historical relationships.
Fee Estimator
Location
3708 28th Ave, Suite 201, Astoria, NY, 11103
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2012Other Business Activities
James is a board member of Apeiron Solutions Inc., dedicating a few hours per week. He also owns rental real estate and works as a consultant for Credit Connect Technologies, spending minimal time and a few hours per week, respectively, on these activities.
Employment History
Current Registrations
Apeiron Wealth Service
Previous Registrations
Millennial Advisers, LLC.
Allied Millennial Partners, LLCBroker
Millennial Advisers, LLC.
Financial Resources Group Investment Services, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Santander Securities
Santander Securities LLCBroker
E.J. Sterling, LLCBroker
Chase Investment Services CORP.Broker
State Registrations1 state
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
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