Christopher Weir is a registered investment advisor at Azul Private Wealth, LLC, based in San Jose, CA. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are negotiable based on the complexity of your financial situation, anticipated future assets, and scope of services. There is a $6,000 minimum annual fee.
Fee Estimator
Location
San Jose, CA
Get directionsHistory
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 →Employment History
Current Registrations
Azul Private Wealth, 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.
Exams
More Advisors
- Luzaida Pietri, CFPAmeriprise Financial Services, LLC
- Parvin Manuchehri, CFPClarity Wealth Advisors
- Brian King, CFPDiversify Advisory Services, LLC
- Christopher Raddie, ChFCMML Investors Services, LLC
- Danelle Jenetayeva, CFPPi Wealth Plan LLC
- Paul Dines, CFPEdward Jones