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Christopher L. Fetes

Evoke Advisors

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About Christopher L. Fetes

Christopher Fetes is an investment advisor representative associated with Evoke Advisors. Christopher holds Series 7, 63 and 65 securities licenses, and is a Chartered Financial Analyst. Christopher has over 20 years of experience in the financial services industry. Christopher's prior experience includes positions at Goldman, Sachs & Co., JP Morgan Asset Management, Bolderwood Capital Management, LLC, and PNC Financial Services / PNC Private Bank. Christopher specializes in portfolio management for individuals, families, and institutions. Christopher's areas of expertise include investment planning, retirement planning, and estate planning.

Firm Information

Christopher Fetes is currently registered with Evoke Advisors. Evoke Advisors is an investment advisor with offices in Los Angeles, CA. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management services to high-net-worth individuals, charitable organizations, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, guilds and associations, and individuals other than high-net-worth. The firm manages over $27 billion in assets.
Evoke Advisors

10635 SANTA MONICA BLVD.

LOS ANGELES, CA 90025

$27.46B

Assets Under Management

1

Total Clients

35

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Administrtive service, financial planning, and sub-advisory fees

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Christopher Fetes’s Registration & Firm History

FL

08/06/2024 - Present

Evoke Advisors (West Palm Beach FL)

NY

07/21/2003 - 08/24/2004

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/23/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/11/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/18/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher L. Fetes.
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