Christopher Beale
Christopher Beale is a CFP-designated registered investment advisor at New England Capital Financial Advisors LLC, based in South Meriden, CT, with 42 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,163 clients with $600M 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 $500K | 1.25% |
| $500K - $2.5M | 1.00% |
| $2.5M+ | 0.75% |
NECFA may charge a lesser investment advisory fee, waive its annual minimum fee, charge a flat fee, waive its fee entirely, or charge fee on a different interval, based upon certain criteria.
Fee Estimator
Location
79 Main Street, South Meriden, CT, 06451
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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 ActivitiesSells Insurance
Christopher has a minority interest in a savings and loan holding company and serves on the board of directors for National Advisors Trust of South Dakota. He also sells life, health, disability, and long-term care insurance, owns a property-holding LLC, is a board director and treasurer for a credit union, and is the chairman of the distribution committee for a charitable foundation.
Employment History
Current Registrations
New England Capital Financial Advisors LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Harvest Capital LLCBroker
Pan-American Financial AdvisersBroker
American Capital CorporationBroker
First Investors CorporationBroker
State Registrations2 states
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