Christopher Dipetrillo
Christopher Dipetrillo is a CFP-designated registered investment advisor at Wealth Management Resources, INC., based in Smithfield, RI, with 1 years of industry experience. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 622 clients with $390M 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 | 1.00% |
| $500K - $1.5M | 0.67% |
| $1.5M+ | 0.33% |
Fees are negotiable. Family household account values may be combined to reach lower fee breakpoints.
Fee Estimator
Location
28 Cedar Swamp Road, Suite One, Smithfield, RI, 02917
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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
Wealth Management Resources, INC.
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.
Exams
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