CF
CFA
CF
CFA

Christopher Funaro

7 Years of Experience
Bettendorf, IA

Christopher Funaro is a CFA-designated registered investment advisor at Passage Global Capital Management, LLC, based in Bettendorf, IA, with 7 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 68 clients with $67M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
68 clients
Average Client Portfolio
$991K average
Assets Under Management
$67.4M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2550 Middle Road, Suite 306, Bettendorf, IA, 52722

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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
Passage Global Capital Management, LLC
April 2018 - Present · 8 yrs
State Registrations3 states
FLIAIL
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 Funaro - Financial Advisor | TrueAdvisor