Christopher Annello
Christopher Annello is a CFP-designated registered investment advisor at Sagebroadview Wealth Management, LLC, based in Burlington, MA, 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 Business Owners, Corporate Executives, Education Planning, Estate Planning, and 8 more. Their firm serves 148 clients with $400M 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 | 0.50% |
The portfolio management fee is 0.50% annually. Wealth management clients also pay an integrated financial and tax planning fee ranging from $5,000 to $20,000 per year, and the total wealth management fee is subject to a minimum quarterly household fee of $2,000.
Fee Estimator
Contact
Christopher Annello
Location
Burlington Woods Office Park, 2 Burlington Woods Drive, Suite 100, Burlington, MA, 01803
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 Activities
Christopher is an indirect owner of SageBroadview Tax, LLC, which provides tax preparation services. He spends minimal time on this non-investment related activity.
Employment History
Current Registrations
Sagebroadview Wealth Management, LLC
Previous Registrations
Sage Advisory Group, LLC
State Registrations3 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
Additional Information
Helping us build and sustain robust client relationships, Chris joined SageBroadview in 2011 to provide an array of financial planning and money management support services for Larry, Sheri and David and our clients.
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