Christopher Cox is a registered investment advisor at Portside Wealth Group, LLC, based in Provo, UT, with 17 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, Retirement Planning. Their firm serves 5,384 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portside Wealth Group charges an annual fee for managing your investments, ranging from 0% to 2% of your portfolio's value. The exact percentage depends on the size of your portfolio, the complexity of the services, and the level of administration you request. The fee is calculated based on the balance at the end of the previous quarter and is billed quarterly in advance. The fee is negotiable.
Location
3507 N University Ave, Suite 150, Provo, UT, 84604
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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 owns Beach III, LLC, an online retail t-shirt store, dedicating about 10-20% of his time. He is also a limited partner in Forward Partners Group and offers fixed life and annuity products, spending minimal time on each.
Employment History
Current Registrations
Portside Wealth Group, LLC
Previous Registrations
Baker Tilly Wealth Management, LLC
Allworth Financial, L.P.
Siena Wealth Management, INC.
Foothill Securities, INC.
Berthel Fisher & Company Financial Services, INC.
State Registrations1 state
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.