Christian Polito
Christian Polito is a CFP-designated registered investment advisor at Clarion Wealth Management Partners, based in Fairfax, VA, with 13 years of industry experience. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 420 clients with $390M 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 $2.0M | 1.50% |
| $2.0M - $4.0M | 1.25% |
| $4.0M - $6.0M | 1.00% |
| $6M+ | 0.80% |
Rates shown are the maximum standard wrap program fees. Investment management only program has a maximum rate of 1.25%. Fees are negotiable and applied at the household level.
Fee Estimator
Location
12500 Fair Lakes Circle, Suite 250, Fairfax, VA, 22033
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
Christian is licensed to sell non-variable insurance and annuities. He spends a few hours per week on this investment-related activity.
Employment History
Current Registrations
Clarion Wealth Management Partners
Previous Registrations
Eversource Wealth Advisors, LLC
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Spire Securities, LLCBroker
Spire Wealth Management, LLC
Keel Point Capital, LLCBroker
Keel Point, LLC
Mcadam LLC
Purshe Kaplan Sterling InvestmentsBroker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.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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