Christopher Lescarbeau
Christopher Lescarbeau is a registered investment advisor at Cg Maton Advisory, INC., based in Lakewood, CO, with 3 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $250K | 1.85% |
| $250K - $1.0M | 1.60% |
| $1.0M - $3.0M | 1.35% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.85% |
Annual rate for investment management services is negotiable for amounts over $5,000,000.
Fee Estimator
Location
Lakewood, CO
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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
Christopher is involved with CG Maton Agency Inc., which manages payroll for clerical duties related to the RIA and broker's assistant work. This takes nearly a full-time commitment.
Employment History
Current Registrations
Cg Maton Advisory, INC.
Stonex Securities INC.Broker
Previous Registrations
Charles Schwab & CO., INC.Broker
State Registrations2 states
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.