Christine Fernandez
Christine Fernandez is a CFA-designated registered investment advisor at Cibc Private Wealth Advisors, INC., based in New York, NY, with 10 years of industry experience. Christine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth. Their firm serves 10,045 clients with $61B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Schedule is for new accounts with equity and balanced portfolios. Minimum annual fee of $10,000. Fees may be negotiable. Other schedules exist for fixed income and cash portfolios.
Fee Estimator
Location
300 Madison Avenue, 7th Floor, New York, NY, 10017
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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
Christine is an employee of Ante Diem LLC since January 2022, assisting with financial modeling and creating financial snapshots for the company's owners. This activity is for internal monitoring and does not involve providing investment advice.
Employment History
Current Registrations
Cibc Private Wealth Advisors, INC.
Previous Registrations
Blackrock Investment Management, LLC
Blackrock Investments, LLCBroker
Edward Jones
Edward JonesBroker
Raymond James & Associates, INC.Broker
Morgan StanleyBroker
State Registrations1 state
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