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Christopher Minkin

13 Years of Experience
Traverse City, MI
Broker

Christopher Minkin is a registered investment advisor at Voya Financial Advisors, INC., based in Traverse City, MI, with 13 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,854 clients with $2.7B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
648 advisors
Number of Clients
11,854 clients
Average Client Portfolio
$232K average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$1K

Voya Financial Advisors offers several investment management programs with fees based on a percentage of your portfolio's value. These programs include Morningstar Wealth Management, Voya Global Perspectives Market Models (GPMM), and Unified Managed Accounts (UMA). The maximum annual fee for these programs can be up to 2.75% of your portfolio. The Voya Digital Adviser (VDA) program has a maximum annual fee of 1.1%. There are also third-party money manager programs with fees ranging from 0.75% to 2.50%. Some programs have minimum account sizes. Fees are typically deducted from your account monthly or quarterly.

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Location

Traverse City, MI

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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 Activities

Christopher serves on the Board of Directors for the Traverse City Curling Club, a local sports and recreation non-profit. He dedicates minimal time to attending meetings and setting policy for the club.

Employment History
Current Registrations
Voya Financial Advisors, INC.
August 2022 - Present · 3 yrs 9 mos
Voya Financial Advisors, INC.
August 2022 - Present · 3 yrs 9 mos
Voya Financial Advisors, INC.Broker
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Nationwide Investment Advisors, LLC
January 2013 - September 2022 · 9 yrs 8 mos
Nationwide Investment Services CorporationBroker
November 2012 - September 2022 · 9 yrs 10 mos
State Registrations1 state
MI
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.
Christopher Minkin - Financial Advisor | TrueAdvisor