Christopher Funaro
Christopher Funaro is a CFA-designated registered investment advisor at Passage Global Capital Management, LLC, based in Sarasota, FL, with 8 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Retirement Planning. Their firm serves 71 clients with $60M 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 | 1.00% |
Standard private investment management fee is 1.00% annually. Sub-advisory and pension plan management services have separate fee schedules ranging from 0.40% to 0.80%, subject to a $5,000 minimum annual fee.
Fee Estimator
Location
2 N Tamiami Trail, Suite 410, Sarasota, FL, 34236
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 →Employment History
Current Registrations
Passage Global Capital Management, LLC
State Registrations3 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
More Advisors
- Oguz Ersan, CFAPassage Global Capital Management, LLC
- Michael Fuller, CFP, ChFCNorthwestern Mutual Investment Services,llc
- Dean Mackey, CFPEdward Jones
- Jared Motzenbecker, CFPLPL Financial LLC
- Austin Pickle, CFASeia
- Peter Abbott, CFPEdward Jones