CL
CL

Christina Light

8 Years of Experience
Hackensack, NJ

Christina Light is a registered investment advisor at Emissary Wealth, based in Hackensack, NJ, with 8 years of industry experience. Christina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 181 clients with $160M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
181 clients
Average Client Portfolio
$862K average
Assets Under Management
$156.1M

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.00%
$3.0M - $5.0M0.75%
$5.0M - $15.0M0.50%
$15M+0.25%

The fee schedule is a blended tier based on the aggregate total of the client’s household account value(s).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

2 University Plaza Drive, Suite 511, Hackensack, NJ, 07601

Get directions

History

Regulatory History
Clean regulatory record

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
Emissary Wealth
December 2020 - Present · 5 yrs 4 mos
Previous Registrations
Bell Investment Advisors INC
November 2016 - June 2020 · 3 yrs 7 mos
State Registrations2 states
MANJ
Advisor

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 Light - Financial Advisor | TrueAdvisor