Christopher Allegretti
Christopher Allegretti is a CFP-designated registered investment advisor at Hbks Wealth Advisors, based in Erie, PA, with 9 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 7,824 clients with $7.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.75% |
Fees are based on a percentage of assets under management, varying by factors such as asset type and account size, with a maximum annual fee of 2.75%. Fees may be negotiated in limited circumstances.
Fee Estimator
Location
2725 Colonial Ave, Erie, PA, 16506
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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 ActivitiesSells Insurance
Christopher is an insurance agent with HBK Sorce Insurance LLC since 2017, dedicating a few hours per week to insurance sales. He also works full-time as a registered representative with Purshe Kaplan Sterling Investments and as an investment advisor representative (IAR) with HBKS Wealth Advisors.
Employment History
Current Registrations
Hbks Wealth Advisors
Purshe Kaplan Sterling InvestmentsBroker
State Registrations15 states
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
- Scott Cross, CFAHbks Wealth Advisors
- Steven Weryha, CFPHbks Wealth Advisors
- Sarah Garnica-Saldana, CFPHbks Wealth Advisors
- Zachary Allegretti, CFPHbks Wealth Advisors
- Gabriel Gallagher, CFPHbks Wealth Advisors
- Brittany Taylor, CFPHbks Wealth Advisors