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Christina Light

8 Years of Experience
Pelham, MA

Christina Light is a registered investment advisor at Emissary Wealth, based in Pelham, MA, 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 Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 230 clients with $190M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
230 clients
Average Client Portfolio
$805K average
Assets Under Management
$185.1M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
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%

Fees are negotiable. The minimum annual fee is $2,500.

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

Pelham, MA

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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.

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Employment History
Current Registrations
Emissary Wealth
December 2020 - Present · 5 yrs 10 mos
Previous Registrations
Bell Investment Advisors INC
November 2016 - June 2020 · 3 yrs 7 mos
State Registrations2 states
MANJ
Advisor

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Exams
No exam information available for this advisor.