CC
CFA
CC
CFA

Christopher Alcorn Childs

7 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
7 advisors
Number of Clients
547 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$1.4B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.80%
$2M+0.60%

Fees are negotiable in certain circumstances.

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

155 Federal Street, Suite 1602, Boston, MA, 02210

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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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Other Business Activities

Christopher is the Chair of the Investment Committee for the Suffield Historical Society, and a Member of the Board of Finance & Retirement for the Town of Suffield. He also serves as Executor & Trustee for family trusts.

Employment History
Current Registrations
Penobscot Investment Management Company, INC.
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
People's United Advisors, INC.
April 2018 - December 2022 · 4 yrs 8 mos
People's Securities, INC.
November 2017 - March 2020 · 2 yrs 4 mos
State Registrations2 states
CTMA
Advisor
Exams
No exam information available for this advisor.