Christopher Natale
Advisor at Consolidated Portfolio Review Corp
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.
Advisor at Consolidated Portfolio Review Corp
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
Consolidated Portfolio Review Corp
Location
Woodbury, NY 11797
Credentials
Series 66
Industry experience
10 years
Christopher Natale is a financial advisor at Consolidated Portfolio Review Corp with 10 years of industry experience. He holds a Series 66 designation and has worked at Vanderbilt Securities, LLC since 2018. Natale serves as treasurer for 3D Wealth Management Services, Inc., a non-investment-related entity. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s advisor-driven process combines strategic asset allocation with fundamental and technical analysis, offering discretionary and non-discretionary managed accounts, proprietary model portfolios, and access to third-party sub-advisors.
Based on Consolidated Portfolio Review Corp
Flat fees for Annual Planning Services, charged as agreed upon in the Financial Planning Agreement.
$0 - $100,000: 2.50% $100,001 - $250,000: 2.25% $250,001 - $500,000: 2.00% $500,001 - $1,000,000: 1.75% $1,000,001 - $2,000,000: 1.50% $2,000,001 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00% $10,000,001+: 0.75%
Hourly financial planning/consulting fees charged as flat rate per hour, varying by advisor experience and location.
Minimum fee: Minimum annual management fee of $90.00 Fee-only: Advisory fees based on assets under management; no commissions charged within advisory accounts.
125 Froehlich Farm Blvd.
Woodbury, NY 11797
New York
Vanderbilt Securities, LLC
2018 - Present (8 years)
Consolidated Portfolio Review Corp.
2016 - Present (10 years)
Sterling Monroe Securities, LLC
2016 - Present (10 years)
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Insurance agent
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Is not active or affiliated with:
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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