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Christaphor Thomasian

4 Years of Experience
Fairfield, NJ

Christaphor Thomasian is a registered investment advisor at Key Client Fiduciary Advisors, LLC, based in Fairfield, NJ, with 4 years of industry experience. Christaphor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,272 clients with $900M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
2,272 clients
Average Client Portfolio
$395K average
Assets Under Management
$896.3M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual management fee varies up to 2.00% depending on portfolio size, composition, and services rendered. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

363 Route 46 West, Suite 300, Fairfield, NJ, 07004

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Key Client Fiduciary Advisors, LLC
September 2022 - Present · 4 yrs 1 mo
State Registrations2 states
NJTX
Advisor

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
No exam information available for this advisor.
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