CD
CFP
CD
CFP

Christopher Dunne

15 Years of Experience
New York, NY

Christopher Dunne is a CFP-designated registered investment advisor at Avestar Capital, LLC, based in New York, NY, with 15 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 188 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
188 clients
Average Client Portfolio
$8.1M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $5.0M1.25%
$5.0M - $10.0M1.00%
$10.0M - $15.0M0.75%
$15.0M - $25.0M0.65%
$25M+0.55%

Avestar also charges a 0.02% technology fee. Additional fees apply for specific strategies: Custom Equity ETF (0.25%), Custom Liquid Alternatives ETF (0.25%), Custom Fixed Income ETF (0.15%), Options Overlay Strategies (0.50%), Single Stock Custom Options Strategies (0.70%), and Model Delivered Strategies (0.10%).

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

400 Madison Avenue, Floor 21, New York, NY, 10017

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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
Avestar Capital, LLC
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Idb Capital CORP.Broker
April 2015 - January 2022 · 6 yrs 9 mos
J.P. Morgan Securities LLC
October 2012 - May 2015 · 2 yrs 7 mos
J.P. Morgan Securities LLCBroker
October 2012 - May 2015 · 2 yrs 7 mos
Chase Investment Services CORP.
March 2011 - October 2012 · 1 yr 7 mos
Chase Investment Services CORP.Broker
March 2011 - October 2012 · 1 yr 7 mos
New England Securities Corporation
October 2010 - November 2010 · 1 mo
New England SecuritiesBroker
July 2010 - November 2010 · 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.
Christopher Dunne - Financial Advisor | TrueAdvisor