Christian Vivas
Christian Vivas is a registered investment advisor at Ronald Gelok & Associates, LLC, based in Parsippany, NJ, with 2 years of industry experience. Christian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 230 clients with $75M 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 | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable at the firm's sole discretion based on criteria such as anticipated future assets, account composition, and related accounts. Total annual advisory fee when employing third-party advisers shall not exceed 2.50%.
Fee Estimator
Location
1055 Parsippany Blvd, Suite 305b, Parsippany, NJ, 07054
Get directionsHistory
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
Christian works as a group fitness instructor at Madison YMCA since December 2021, dedicating a few hours per week. He also works as a group fitness instructor at Meadowlands YMCA since September 2018, dedicating minimal time.
Employment History
Current Registrations
Ronald Gelok & Associates, LLC
Aag Capital, INC
Aag Capital, INCBroker
State Registrations5 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.
Exams
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