Christopher Arena is a CFP-designated registered investment advisor at Clef Financial, LLC, based in Greensboro, NC, with 2 years of industry experience. Christopher 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 5 more. Their firm serves 10 clients with $3.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Contact
Christopher Arena
Location
3719 W. Market St, Ste C, Greensboro, NC, 27403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Christopher owns Chris Arena, CPA, PLLC, a CPA firm providing tax, accounting, and tax advisory services, dedicating about half of his time to it. He also serves as Treasurer for Liberty Arts, Inc, a non-profit, spending a few hours per week on bookkeeping and related duties.
Employment History
Current Registrations
Clef Financial, LLC
Previous Registrations
Advisory Services Network
State Registrations1 state
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