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Christopher Ferguson

2 Years of Experience
Portland, ME

Christopher Ferguson is a registered investment advisor at Pine Capital, based in Portland, ME, 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 Investment Management. Their firm serves 65 clients with $64M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
65 clients
Average Client Portfolio
$992K average
Assets Under Management
$64.5M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Management fees for certain clients may vary and may be greater or less than the above-referenced fee depending on the particular circumstances or requirements of a client, the size and nature of an account, and its investment guidelines. The management fee may be adjusted to account for significant contributions or withdrawals made to the account during the quarter. Pine Capital’s management fee and billing structure may be negotiated by Pine Capital at its sole discretion.

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

100 Commercial Street, Suite 311, Portland, ME, 04101

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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 Activities

Christopher is a part owner of a game development company, a football coach, and the owner of a women's boutique. These activities require minimal time commitment each month.

Employment History
Current Registrations
Pine Capital
August 2023 - Present · 2 yrs 9 mos
State Registrations2 states
MAME
Advisor

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.

Exams
No exam information available for this advisor.