Advisor at Portside Wealth Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Portside Wealth Group, LLC
Location
San Jose, CA
Credentials
Series 63, Series 66
Industry experience
17 years
Christopher Cox is a financial advisor with Portside Wealth Group, LLC in San Jose, CA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Brightside Wealth Management, Baker Tilly US and Wealth Management, Allworth Financial, and Siena Wealth Management. Outside of advisory work, he owns an online retail T-shirt business and is a limited partner in a professional referral group comprising CPAs, financial advisors, and attorneys. Portside Wealth Group provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs tailored, discretionary management through model portfolios, sub-advisers, and third-party money managers, primarily recommending ETFs, equities, and mutual funds, and distinguishes itself by offering optional accounting and legal services through licensed associated persons.
Based on Portside Wealth Group, LLC
Based on Portside Wealth Group, LLC
Project fees for financial planning range from $100 to $10,000 depending on complexity; general consulting available at an annual flat rate, negotiable.
0% to 2% annually (negotiable, varies by account size, services, and complexity)
Certain advisory persons are registered representatives and insurance agents and receive commissions separately from advisory fees.
$150 to $350 per hour for financial planning services, negotiable.
Fee-only: Portfolio management fees are fee-only (no commissions) but some associated persons receive commissions separately for insurance and securities sales.
San Jose, CA
California
Brightside Wealth Management, LLC
2024 - Present (2 years)
Portside Wealth Group
2024 - Present (2 years)
Baker Tilly US, LLP
2021 - 2024 (3 years)
Baker Tilly Wealth Management, LLC
2021 - 2024 (3 years)
Allworth financial, L.P.
2019 - 2021 (2 years)
Siena Wealth Management, Inc.
2014 - 2019 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
San Jose, CA
Andrey, Douglas
Series 63, Series 65
Mountain View, CA
Ardent Capital
CFP®
San Jose, CA
KRS Tax & Investments Inc.
CFP®, Series 65
Cupertino, CA
Akrish Financial Advisory
Series 66
San Jose, CA
Chief Capital Management, Inc
Series 65
Saratoga, CA
Investcraft Advisors LLC
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