Christopher Mcneil
Christopher Mcneil is a registered investment advisor at Maridea Wealth Management, based in Shavano Park, TX, with 9 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 1,555 clients with $960M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Maridea Wealth Management charges a fee based on the value of your investments. The annual fee can be up to 2.50%, depending on the complexity of your situation, the amount you invest, and your overall relationship with Maridea. Fees may be negotiable. You'll also pay separate fees to the company that holds your assets and executes trades.
Location
3009 Napier Park, Shavano Park, TX, 78231
Get directionsHistory
Regulatory History (1)
Criminal
July 1995Other Business ActivitiesSells Insurance
Christopher owns multiple rental properties through Particepts LLC. He also works part-time as a physician and is a licensed insurance agent with Maridea Insurance Company, spending about 10-20% of his time on insurance sales and implementation of insurance recommendations.
Employment History
Current Registrations
Maridea Wealth Management
Private Client Services, LLCBroker
Previous Registrations
Vitalstone Financial, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
State Registrations9 states
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.