Christopher Furno
Christopher Furno is a registered investment advisor at Summit Wealth Management, based in Berlin, MD, with 7 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees are negotiable. For clients investing in a “Solo” 401k or similar plan where only members of the household are participants in the plan and a pre-existing advisory relationship exists with the individuals, advisory fees are based on aggregated household assets under management as outlined in our separate advisory agreement with the household or each individual.
Fee Estimator
Location
Berlin, MD
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 →Other Business ActivitiesSells Insurance
Christopher is an independent insurance agent offering life insurance and annuity products since 2017, dedicating minimal time to this activity. He also owns and manages rental property since 2013, spending minimal time on it outside of business hours.
Employment History
Current Registrations
Summit Wealth Management
Previous Registrations
Advisory Services Network
Kovack Securities INC.Broker
Kovack Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
AXA Advisors, LLCBroker
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.