Advisor at Independence Financial Advisors, LLC
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Firm
Independence Financial Advisors, LLC
Location
Franklin, NH 03235
Credentials
Series 65
Industry experience
7 years
Christopher Pessotti is a financial advisor at Independence Financial Advisors, LLC in Franklin, NH, holding a Series 65 designation with seven years of industry experience. He has worked since 2012 at TMMC Inc., where he serves as an insurance agent advising on fixed annuities and fixed life insurance products. Independence Financial Advisors primarily serves individual and high-net-worth clients, offering portfolio management and financial planning services. The firm employs defined model allocations and manages portfolios mostly on a discretionary basis, with a notable client base supported by a seven-advisor team.
Based on Independence Financial Advisors, LLC
Based on Independence Financial Advisors, LLC
One-time flat fees may be charged if agreed upon with client; no specific amounts stated.
$100,000 - $750,000: 1.0% $750,001 - $1,500,000: 0.90% $1,500,001 - $3,000,000: 0.85% $3,000,001+: Negotiable (Fixed-Income Accounts only, 0.50%) Charitable/Non-Profit+: Negotiable
Hourly fees may be charged if agreed upon with client; no specific rate stated in brochure.
Account minimum: $100,000
402 Central Street
Franklin, NH 03235
Massachusetts · New Hampshire
TMMC INC
2012 - Present (14 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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