Christian Ordonez is a registered investment advisor at The Coury Firm, based in Pittsburgh, PA, with 5 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 250 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Coury Firm Asset Management charges an annual fee based on a percentage of your portfolio. The exact percentage (up to 2.00%) depends on factors like the complexity of your situation, the amount you invest, and the types of investments in your account. The firm requires a minimum annual fee of $30,000 for investment advisory services and basic wealth planning and coordination services. If your portfolio doesn't generate that much in fees, you can pay the difference to reach the minimum.
Location
260 Forbes Avenue, Suite 1600, Pittsburgh, PA, 15222
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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 →Employment History
Current Registrations
The Coury Firm
Previous Registrations
Rockefeller Capital Management
Rockefeller Financial LLCBroker
Goldman Sachs & CO. LLCBroker
Goldman Sachs Ayco Personal Financial Management
Mercer Allied Company, L.P.Broker
State Registrations4 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.