Christopher Mcneil
Christopher Mcneil is a registered investment advisor at Maridea Wealth Management, based in Shavano Park, TX, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,555 clients with $960M 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 | 2.50% |
Investment management fees range up to 2.50% annually based on scope, complexity, asset level, and overall relationship. Fees may be negotiable.
Fee Estimator
Location
3009 Napier Park, Shavano Park, TX, 78231
Get directionsHistory
Regulatory History (1)
Criminal
July 1995Other Business ActivitiesSells Insurance
Christopher owns multiple rental properties through Particepts LLC. He also works part-time as a physician and is a licensed insurance agent with Maridea Insurance Company, spending about 10-20% of his time on insurance sales and implementation of insurance recommendations.
Employment History
Current Registrations
Maridea Wealth Management
Private Client Services, LLCBroker
Previous Registrations
Vitalstone Financial, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
State Registrations9 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
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