Christopher Benoit
Christopher Benoit is a CFP-designated registered investment advisor at Cb Capital LLC, based in North Smithfield, RI, 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 Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 63 clients with $120M 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 $500K | 0.70% |
| $500K - $1.0M | 0.60% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.30% |
Fees are customized for accounts over $10,000,000. As an alternative, the Firm may apply a minimum fee to the table above or charge a flat fee both of which can range from $5,000 to $15,000/year.
Fee Estimator
Location
949 Eddie Dowling Highway, North Smithfield, RI, 02896
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 ActivitiesSells Insurance
Christopher is Vice President of Anchor Auto Group, an auto dealership, dedicating full-time hours to this role. He is also President and owner of CB Capital Reinsurance Ltd., an automotive reinsurance company, with the time commitment included in his Anchor Auto Group hours.
Employment History
Current Registrations
Cb Capital LLC
State Registrations4 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.