CS
PFS
CS
PFS

Christine Sibrava

14 Years of Experience

Christine Sibrava is a PFS-designated registered investment advisor at Stevard LLC, based in Chicago, IL, with 14 years of industry experience. Christine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 15 clients with $43M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
15 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$42.9M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M0.70%
$10.0M - $30.0M0.60%
$30.0M - $50.0M0.50%
$50.0M - $100.0M0.30%
$100.0M - $200.0M0.25%
$200M+0.25%

Fees negotiable for accounts over $200M.

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

Chicago, IL

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Christine is the sole owner of BLD Diversity LLC, a residential rental property with 5 units, since 1983. She spends a few hours per week on administrative tasks related to this property.

Employment History
Current Registrations
Stevard LLC
November 2016 - Present · 9 yrs 5 mos
Previous Registrations
Stevard LLC
November 2016 - December 2016 · 1 mo
Whitnell & CO
June 2011 - November 2016 · 5 yrs 5 mos
State Registrations1 state
IL
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.