Andrew Christakos
Andrew Christakos is a registered investment advisor at Westfield Wealth Management, LLC, based in Cranford, NJ, with 9 years of industry experience. Andrew 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, Investment Management, and 2 more. Their firm serves 78 clients with $89M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fees range up to 1.00% of investable assets and the client’s fee is specified and agreed upon in the client’s investment advisory agreement prior to any services being provided. The amount of the fee is negotiated on a case by case basis.
Fee Estimator
Location
200 South Avenue East, Suite 303, Cranford, NJ, 07016
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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
Andrew works as an accountant at Christakos & Co., PC, an accounting firm, since 2015. He also works as an accountant at Christakos Financial Group DBA Marketing, an insurance and financial services company, since 2015.
Employment History
Current Registrations
Westfield Wealth Management, LLC
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.