CL
CL

Christina Lopes-Serrao

3 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
103 advisors
Number of Clients
3,959 clients
Average Client Portfolio
$179K average
Assets Under Management
$708.0M

Fee Structure

AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.00%

Fee applies to accounts $15,000 and above.

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

N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI, 53188

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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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Other Business ActivitiesSells Insurance

Christina works as an executive assistant for Reiersen Financial, LLC, dedicating nearly full-time hours. She also works as an independent contractor and insurance agent for Global View Capital companies and Experior Financial Group, spending a few hours per week marketing and selling insurance and advisory services, including life insurance, annuities, long-term care, and disability insurance.

Employment History
Current Registrations
Global View Capital Management LLC
April 2022 - Present · 3 yrs 10 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.