Christopher June is a CFP-designated registered investment advisor at Sweeney Financial Advisors, based in Bedford, NH, with 10 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 258 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 |
|---|---|
| Up to $500K | 1.38% |
| $500K - $750K | 1.13% |
| $750K - $1.0M | 1.00% |
| $1.0M - $1.3M | 0.95% |
| $1.3M - $1.5M | 0.88% |
| $1.5M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.82% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.78% |
| $5.0M - $6.0M | 0.75% |
| $6.0M - $7.0M | 0.72% |
| $7.0M - $9.0M | 0.70% |
| $9.0M - $10.0M | 0.68% |
| $10.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.60% |
| $50M+ | 0.55% |
Fees are flat across the entire portfolio value and are negotiable. SFM may waive minimum fees based on specific criteria.
Fee Estimator
Location
360 Route 101 Suite 10, Bedford, NH, 03110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Sfm, LLC
State Registrations1 state
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Exams
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