CG
CFA
CG
CFA

Christopher Gunster

3 Years of Experience
Greenwich, CT

Christopher Gunster is a CFA-designated registered investment advisor at Fidelis Capital, based in Greenwich, CT, with 3 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 179 clients with $1.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
179 clients
Average Client Portfolio
$9.3M average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees for investment services range from 0.15% and generally do not exceed 1.00%. Fees are negotiable.

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

500 W Putnam Ave, Unit 441, Greenwich, CT, 06830

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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 Forbes contributor since May 2024, writing about investment-related topics. He dedicates minimal time to this activity.

Employment History
Current Registrations
Fidelis Capital
September 2023 - Present · 2 yrs 7 mos
Previous Registrations
Allegiance Capital Customized Investments
February 2007 - November 2007 · 9 mos
Bb&t Asset Management, INC.
September 2002 - April 2003 · 7 mos
State Registrations2 states
CTNY
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.