Christopher Cacchiola is a registered investment advisor at Emissary Wealth, based in Hackensack, NJ, with 13 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 181 clients with $160M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.25% |
The fee schedule is a blended tier based on the aggregate total of the client’s household account value(s).
Fee Estimator
Location
2 University Plaza Drive, Suite 511, Hackensack, NJ, 07601
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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 Activities
Christopher is an independent investment consultant to 18 Squared GP, LLC, dedicating about 10-20% of his time to due diligence, research, and capital allocation recommendations. He is also a managing member of Crescita Ventures LLC and the owner of Emissary Tax, LLC, a tax and accounting firm.
Employment History
Current Registrations
Emissary Wealth
Previous Registrations
Mercer Global Advisors INC.
Beacon Wealth Management, LLC
Ernst & Young Investment Advisers LLP
State Registrations2 states
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