CG
CG

Christopher Giovinazzo

13 Years of Experience
Aliso Viejo, CA
Sells Insurance

Christopher Giovinazzo is a registered investment advisor at Accelerate Retirement, based in Aliso Viejo, CA, with 13 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 6 more. Their firm serves 1,076 clients with $320M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
1,076 clients
Average Client Portfolio
$293K average
Assets Under Management
$315.4M

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annualized fee is 1.50%. Fees are negotiable on a per-client basis.

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

120 Vantis Dr., Suite 330, Aliso Viejo, CA, 92656

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Christopher is a licensed insurance agent and recommends insurance products for commissions. This activity is non-investment related and requires minimal time.

Employment History
Current Registrations
Accelerate Retirement
May 2023 - Present · 3 yrs 5 mos
Previous Registrations
NFP Retirement INC.
November 2018 - July 2023 · 4 yrs 8 mos
Kestra Investment Services, LLCBroker
August 2018 - March 2023 · 4 yrs 7 mos
Transamerica Capital, INC.Broker
January 2017 - August 2018 · 1 yr 7 mos
Transamerica Investors Securities CorporationBroker
March 2013 - January 2017 · 3 yrs 10 mos
State Registrations2 states
CATX
Advisor

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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