CB
CFP
CB
CFP

Christopher Buren

13 Years of Experience
Clifton Park, NY

Christopher Buren is a CFP-designated registered investment advisor at Lvw Advisors, LLC, based in Clifton Park, NY, 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 Athletes & Entertainers, Business Owners, Corporate Executives, Estate Planning, and 5 more. Their firm serves 495 clients with $2.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
495 clients
Average Client Portfolio
$4.6M average
Assets Under Management
$2.3B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M1.00%
$10.0M - $25.0M0.50%
$25.0M - $50.0M0.40%
$50M+0.30%

All advisory fees are negotiable. LVW Advisors, in its sole discretion, may require a greater annual fee than the maximum amount set forth in the table above, if the Firm deems the account size, complexity, service to be provided or other factors warrant a higher advisory fee. The Firm also reserves the right to negotiate a lesser advisory fee with certain clients based upon any of a number of criteria, such as anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, preexisting client, account retention, or pro bono activities.

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

Clifton Park, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Lvw Advisors, LLC
August 2021 - Present · 4 yrs 8 mos
Previous Registrations
Hd Vest Investment ServicesBroker
January 2018 - June 2018 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2012 - December 2017 · 5 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2011 - December 2017 · 6 yrs 2 mos
MML Investors Services, LLCBroker
September 2009 - June 2011 · 1 yr 9 mos
AXA Advisors, LLCBroker
May 2009 - September 2009 · 4 mos
State Registrations1 state
NY
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.