Christine Backel
Christine Backel is a CFP-designated registered investment advisor at United Financial Planning Group LLC, based in Whitestone, NY, with 4 years of industry experience. Christine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 188 clients with $350M 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 $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable. Rates range from 0.75% to 1.00% for the first $1,000,000 and 0.25% to 0.50% for amounts over $1,000,000. Household accounts may be aggregated. Tax preparation fees may be waived for accounts maintaining at least $1,000,000.
Fee Estimator
Location
Whitestone, NY
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christine is the President of Aurora Consulting Insights LTD, a consulting firm, and spends minimal time on this. She also works full-time as a Financial Services Examiner and spends about 10-20% of her time as a Supervisor at a CPA firm.
Employment History
Current Registrations
United Financial Planning Group LLC
State Registrations1 state
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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