Christine Flynn is a registered investment advisor at Smallwood Wealth Management, based in Red Bank, NJ, with 9 years of industry experience. Christine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 407 clients with $290M 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 $750K | 1.55% |
| $750K - $2.0M | 1.35% |
| $2.0M - $5.0M | 1.05% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $30.0M | 0.60% |
| $30M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
199 Broad Street, Red Bank, NJ, 07701
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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 a Wellness Advocate for doTERRA, educating individuals about essential oils and earning commissions on sales. This activity is not investment-related.
Employment History
Current Registrations
Smallwood Wealth Management
Previous Registrations
Rjl Financial Group
Global Financial Private Capital, LLC
State Registrations1 state
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.