Christian Ordonez is a registered investment advisor at The Coury Firm, based in Winthrop, MA, with 5 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, High Net Worth, and 5 more. Their firm serves 252 clients with $1.3B 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 | 2.00% |
Annual advisory fee varies up to a maximum of 2.00% based on account complexity, portfolio style, and composition. The firm enforces a minimum annual fee of $30,000 for investment management and basic wealth planning.
Fee Estimator
Location
Winthrop, MA
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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 →Employment History
Current Registrations
The Coury Firm
Previous Registrations
Rockefeller Capital Management
Rockefeller Financial LLCBroker
Goldman Sachs & CO. LLCBroker
Goldman Sachs Ayco Personal Financial Management
Mercer Allied Company, L.P.Broker
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.