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Christopher Fundora

11 Years of Experience

Christopher Fundora is a registered investment advisor at Traphagen Financial Group, based in Oradell, NJ, with 11 years of industry experience. Christopher 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, Insurance Planning, and 3 more. Their firm serves 2,038 clients with $2.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
2,038 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$2.3B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.50%
$100K - $300K1.25%
$300K - $700K1.00%
$700K - $2.0M0.75%
$2.0M - $10.0M0.50%
$10M+0.40%

Fees are negotiable.

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

234 Kinderkamack Rd, Oradell, NJ, 07649

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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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Employment History
Current Registrations
Traphagen Financial Group
July 2017 - Present · 8 yrs 9 mos
Previous Registrations
J.P. Morgan Securities LLC
April 2013 - April 2016 · 3 yrs
J.P. Morgan Securities LLCBroker
March 2013 - April 2016 · 3 yrs 1 mo
State Registrations1 state
NJ
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.
Christopher Fundora - Financial Advisor | TrueAdvisor