Christopher Cortese
Christopher Cortese is a CFP-designated registered investment advisor at Logbook Financial Planning, LLC, based in Rockport, ME, with 9 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Federal Employees, Financial Planning & Coaching, Gen X, and 4 more. Their firm serves 70 clients with $84M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Accounts within the same household may be combined for a reduced fee. The annual fee may be negotiable. Clients with annuities offered by Lincoln Financial Group are billed quarterly on a flat rate basis. Annuities valued at less than $2,000,000 have an annual advisory fee of 0.75%. Annuities valued at $2,000,001 and above have an annual advisory fee of 0.50%.
Fee Estimator
Contact
Christopher Cortese
Location
Rockport, ME
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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.
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Christopher is on an availability roster for the U.S. Department of State, providing ad hoc management consulting services related to logistics, operations, and human resources since 2018. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Logbook Financial Planning, LLC
State Registrations6 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
Additional Information
Prior to his career in financial planning, Chris was a Foreign Service Officer and diplomat in China, Taiwan, Colombia, and Uruguay for 13 years. As an Air Force Officer and military pilot, he flew more than 5,000 hours in a variety of aircraft such as the T-38, MH-53J, and C-5.