Chris Theodoridis is a CFA-designated registered investment advisor at Belzberg & CO., based in New York, NY, with 2 years of industry experience. Chris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 89 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Belzberg & Co. generally charges high net worth clients an advisory fee based on the value of their portfolio, invested capital, or a flat fee. The specific fee structure is negotiable and depends on the makeup of the client's investment portfolio. For some clients, Belzberg & Co. may also charge a performance fee based on a percentage of net profits or unrealized gains.
Location
589 Fifth Avenue, Suite 1602, New York, NY, 10017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Belzberg & CO.
Belzberg CapitalBroker
State Registrations1 state
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