Christopher Gacom
Christopher Gacom is a registered investment advisor at Greenline Wealth Management, based in Boca Raton, FL, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 247 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees are negotiable. When using Envestnet, there is an additional bundled fee of 0.60% to 0.90%.
Fee Estimator
Location
301 Yamato Road, Suite 3151, Boca Raton, FL, 33431
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher is an insurance agent with Greenline Insurance LLC since 2018, spending a few hours per week promoting and selling insurance products. He is also a managing member of Greenline Asset Management LLC since 2020, a pass-through company for tax purposes, and dedicates no time to this activity.
Employment History
Current Registrations
Greenline Wealth Management
Previous Registrations
Adp Broker-Dealer, INC.Broker
American Funds Distributors, INC.
American Funds Distributors, INC.Broker
Chase Investment Services CORP.Broker
State Registrations9 states
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.