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Christina Bouphavan

10 Years of Experience
Fort Lee, NJ
1 DisclosureBroker

Christina Bouphavan is a registered investment advisor at Citigroup Global Markets INC., based in Fort Lee, NJ, with 10 years of industry experience. Christina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 56,938 clients with $47B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2418 advisors
Number of Clients
56,938 clients
Average Client Portfolio
$823K average
Assets Under Management
$46.9B

Fee Structure

CGMI offers various investment advisory programs with different fee structures. The CGMI fee is an annualized, fixed, asset-based fee of up to 2% that is negotiable based on a number of factors. Clients may also pay separate fees to third-party investment managers, generally ranging from 0.05% to 1.00% depending on the asset class and investment style. These fees do not include additional charges such as wire transfer fees, taxes, or brokerage commissions for trades executed outside of CGMI or Clearing Firm.

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Location

Citi Wealth Management, Sales, 2071 Lemoine Avenue - 02, Fort Lee, NJ, 07024

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History

Regulatory History (1)
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Judgment / Lien
September 2025
Employment History
Current Registrations
Citigroup Global Markets INC.
November 2020 - Present · 5 yrs 6 mos
Citigroup Global Markets INC.Broker
November 2015 - Present · 10 yrs 6 mos
State Registrations9 states
CACTFLGANJNYSCTXWA
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.
Christina Bouphavan - Financial Advisor | TrueAdvisor