Kevin Christopher
Senior Partner of Excelsior Wealth Partners Fiduciary standards. Investment committee member A family-oriented individual Started down this path with the passing of his father in 2009 helping his mom figure out what to do next. Secure your financial future with Your Trusted Financial Advisor. Whether you're planning for retirement, seeking investment guidance, or in need of comprehensive financial solutions, Kevin possesses the expertise and dedication to help you achieve your financial objectives. Schedule a consultation today and experience the invaluable impact of having a reliable financial advisor by your side.
Our experience, personalized approach, and commitment to serving our clients make us unique in our Marketplace.
A community of independent financial advisors who share a commitment for excellence by fostering a culture of openness and transparency, while focusing on a world class client experience.
We can help you achieve your financial goals through tailored money management and a fee structure designed for your success.
As a well-respected investment advisory firm, our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job.
Whether we assist you with your transition into retirement or helping you manage your portfolio risk; Excelsior Wealth can help you achieve your financial goals.
CRD # 5930994
23131
16246718
Osaic
Pershing
CA, CO, FL, MA, NC, NY, SC, SD, TX, VA
NY, Upstate SC, South Florida
Individual Investors
Investment Advice & Management, Financial Advice & Consulting, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Risk Management
Series 63, Series 7, Series 6, Series 65
Variable Life, Variable Annuity, Life, Health, Annuity
Stocks, Bonds, Mutual Funds, Annuities, 1031 exchange, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Insurance
Your Office, Phone, Our Office, Your Home, Video Conference
Fee-Based
100,000
Based on Assets
up to 100,000 the fee is 1.5% 100,000- 250,000 the fee is 1.25 250,000-500,000 the fee is 1% 500,000-1,000,000, the fee is.80% 1,000,000- 2,000,000 the fee is .70% 2,000,000-5,000,000 the fee is .50% 5,000,000 and above the fee is .40%
2,800
850,000,000
$72,000,000
Yes
Additional Detailed Disclosures
