Faith Counio is a CFP-designated registered investment advisor at Chrysalid Financial, LLC, based in Newark, CA, with 3 years of industry experience. Faith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.85% |
| $4M+ | 0.75% |
Fees are negotiable. The minimum annual fee for investment management is $2000. If Chrysalid uses a third-party investment manager, the combined fee will not exceed 2% of assets under management.
Fee Estimator
Location
39899 Balentine Dr Ste 200, Newark, CA, 94560
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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 →Other Business Activities
Faith offers non-advisory consulting services to other investment advisors and institutions for additional compensation. This activity typically accounts for about 10% or less of Faith's time during trading hours.
Employment History
Current Registrations
Chrysalid Financial, LLC
Previous Registrations
Sas Financial Advisors, LLC.
Cerity Partners LLC
State Registrations1 state
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.