Christine Cox
Christine Cox is a registered investment advisor at Fortis Group Advisors LLC, based in Holmdel, NJ, with 3 years of industry experience. Christine is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 2,604 clients with $820M 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 | 1.75% |
Maximum investment advisory fee is 1.75%. Fees are negotiable and may vary based on account size, portfolio complexity, and account activity.
Fee Estimator
Location
101 Crawfords Corner Road, Suite 4125, Holmdel, NJ, 07733
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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
Christine operates her LPL business through Christopher Edwards Financial Associates, dedicating full-time hours to it. She is also involved in insurance through The Fortis Agency, LLC and West Capital Strategies, LLC, and has a holding company for a restaurant investment and co-owns rental real estate.
Employment History
Current Registrations
Fortis Group Advisors LLC
LPL Financial LLCBroker
State Registrations34 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.
Exams
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