CP
CP

Christopher Powers

14 Years of Experience
Seattle, WA
Broker

Christopher Powers is a registered investment advisor at Parametric Portfolio Associates, based in Seattle, WA, 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 Investment Management. Their firm serves 201,647 clients with $570B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
201,647 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$574.0B

Fee Structure

Investment management only (planning not offered)

Parametric charges a fee for investment management services, generally as a percentage of the value of your portfolio each year. These fees are negotiable and vary based on the investment strategy, the type of product, the size of your account, how customized it is, and the level of service you need. Some strategies are available to individual investors through financial intermediaries, who negotiate the fee with Parametric. The fees for mutual funds that Parametric manages may vary and are listed in the fund's documents. Parametric may charge higher fees if your account requires complex customization or other special requests.

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Location

800 Fifth Avenue, Suite 2800, Seattle, WA, 98104

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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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Other Business Activities

Christopher is involved with the CFA Society of Boston, aiding in the logistical arrangement of educational events for the Boston CFA charterholder community. He spends minimal time on this activity.

Employment History
Current Registrations
Parametric Portfolio Associates
July 2018 - Present · 7 yrs 10 mos
Eaton Vance Distributors, INC.
June 2018 - Present · 7 yrs 11 mos
Eaton Vance Distributors, INC.Broker
June 2018 - Present · 7 yrs 11 mos
Previous Registrations
RBC Capital Markets, LLC
September 2013 - June 2018 · 4 yrs 9 mos
RBC Capital Markets, LLCBroker
September 2013 - June 2018 · 4 yrs 9 mos
Eaton Vance Management
December 2011 - August 2013 · 1 yr 8 mos
Eaton Vance Distributors, INC.Broker
August 2011 - August 2013 · 2 yrs
State Registrations10 states
CTMAMENHNJNYPARIVTWA
AdvisorBroker

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 Powers - Financial Advisor | TrueAdvisor