Christopher Lococo is a registered investment advisor at American Investors CO, based in San Jose, CA, with 12 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 762 clients with $580M 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 $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
In lieu of the tiered schedule, a fixed percentage fee of 1.5% may be charged. A fixed annual fee payable at agreed-upon intervals throughout the year may be charged for asset management services and/or a combination of asset management and other advisory services. Fees are negotiable.
Fee Estimator
Location
2635 N. First Street, Suite 230, San Jose, CA, 95134
Get directionsHistory
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 is an insurance agent with First Street Wealth Advisors/John E. Lococo since 2018. He dedicates a few hours per week to this business, outside of securities trading hours.
Employment History
Current Registrations
American Investors CO
American Investors CompanyBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations11 states
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