Christopher Belich
Christopher Belich is a registered investment advisor at Hsbc Securities (USA) INC., based in New York, NY, 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 Investment Management. Their firm serves 12,180 clients with $3.2B 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 $250K | 1.50% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable and discounts may be applied.
Fee Estimator
Location
66 Hudson Boulevard, 1st and 3rd Floors, New York, NY, 10001
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 Activities
Christopher serves as co-trustee for a family trust since 2018. This activity is investment-related and requires minimal time.
Employment History
Current Registrations
Hsbc Securities (USA) INC.Broker
Hsbc Securities (USA) INC.
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
State Registrations53 states
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