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Christopher Suffron

1 Year of Experience
Houston, TX

Christopher Suffron is a registered investment advisor at Innova Wealth, LLC, based in Houston, TX, with 1 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, High Net Worth, Insurance Planning, and 3 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.5M0.80%
$2.5M - $5.0M0.60%
$5.0M - $10.0M0.45%
$10M+0.35%

Fees are generally negotiable.

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

2950 North Loop West, Suite 1200, Houston, TX, 77092

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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 tax director at a public accounting firm, preparing, reviewing, and signing tax returns and providing tax consulting. He is also a minority shareholder and shares in the firm's profits.

Employment History
Current Registrations
Innova Wealth, LLC
October 2024 - Present · 2 yrs
State Registrations1 state
TX
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.
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