Christopher Pessotti
Christopher Pessotti is a registered investment advisor at Independence Financial Advisors, LLC, based in Chelmsford, MA, 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 Charitable Giving, Investment Management, Retirement Planning. Their firm serves 2,777 clients with $460M 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 $750K | 1.00% |
| $750K - $1.5M | 0.90% |
| $1.5M - $3.0M | 0.85% |
| $3M+ | 0.85% |
Fees negotiable for accounts over $3,000,000. Fixed-income accounts only: 0.50% for accounts over $3,000,000.
Fee Estimator
Location
227 Chelmsford Street, Chelmsford, MA, 01824
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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
Christopher is employed as an insurance agent for TMMC Inc., where he advises producers on fixed annuities and fixed life insurance products. This role is a substantial source of his income and takes nearly full-time hours.
Employment History
Current Registrations
Independence Financial Advisors, LLC
State Registrations2 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.