CG
CFA
CG
CFA

Christopher Gula

4 Years of Experience
Hoboken, NJ

Christopher Gula is a CFA-designated registered investment advisor at Summit Place Financial Advisors, LLC, based in Hoboken, NJ, with 4 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 47 clients with $260M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
47 clients
Average Client Portfolio
$5.5M average
Assets Under Management
$256.4M

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$50,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M1.00%
$10.0M - $20.0M0.75%
$20M+0.50%

Fees are negotiable at Summit Place Financial Advisors' discretion. Similarly situated clients could pay different fees.

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

Hoboken, NJ

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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
Summit Place Financial Advisors, LLC
August 2021 - Present · 4 yrs 8 mos
State Registrations1 state
NJ
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.