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Christopher Bezoni

13 Years of Experience
Avon, IN
3 DisclosuresBroker

Christopher Bezoni is a registered investment advisor at Allstate Financial Advisors, LLC, based in Avon, IN, with 13 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 397 clients with $140M in assets under management.

Compensation
N/A
Firm Size
326 advisors
Number of Clients
397 clients
Average Client Portfolio
$359K average
Assets Under Management
$142.4M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.35%
$500K - $1.0M1.25%
$1.0M - $2.0M1.15%
$2.0M - $5.0M1.00%
$5M+0.80%

Fees represent maximum rates across available programs (Fund Strategist Portfolios and Unified Managed Accounts). Investment advisory representatives are permitted to negotiate a reduction in the advisory fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

10746 E US Highway 36, Avon, IN, 46123-7982

Get directions

History

Regulatory History (3)
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Judgment / Lien
March 2025
Judgment / Lien
January 2023
Judgment / Lien
January 2022
Employment History
Current Registrations
Allstate Financial Advisors, LLC
June 2019 - Present · 7 yrs 4 mos
Allstate Financial Services, LLCBroker
June 2019 - Present · 7 yrs 4 mos
Previous Registrations
Edward Jones
October 2012 - October 2018 · 6 yrs
Edward JonesBroker
August 2012 - October 2018 · 6 yrs 2 mos
State Registrations3 states
ARINMO
AdvisorBrokerBoth

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
No exam information available for this advisor.
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