Christopher
Pavese

Broyhill Asset Management, LLC

CRD#5607574
Investment Advisor
in Charlotte, NC

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About this Advisor

Christopher Pavese is a chartered financial analyst based out of Charlotte, North Carolina with 15 years of industry experience. Pavese is on the advisory team at Broyhill Asset Management, LLC. Over the course of their career, they have held roles at Bmc Fund and Broyhill Asset Management. Pavese can serve investors in North Carolina and Texas. Broyhill Asset Management, LLC is a registered investment firm based out of Charlotte, NC. It administers $148 million in total assets across its 88 customer accounts, making it one of the mid-sized firms in the nation by assets under management. The firm provides financial advice to one charities and foundations. Of its 88 accounts, 55% are associated with high-net-worth clients who have at least $1 million in assets. The firm offers a few services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial management fee schedules usually vary depending on which services are provided. Fees charged by Broyhill Asset Management, LLC likely include asset-based, fixed and performance-based fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

15 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

601 South Cedar St., Suite 200
Charlotte, NC 28202

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Broyhill Asset Management, LLC Brokerage Details

Total Assets Under Management

$148,432,040

NC Average: $3,625,019,099
Total Number of Employees

5

NC Average: 22
Total Number of Accounts

88

NC Average: 1,917
Average Account Size

$1,686,728

NC Average: $1,890,985

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Christopher Pavese Work History

Christopher has been registered as a financial advisor for 15 years.*

2014 - Present (10 years)

Broyhill Asset Management

2013 - Present (11 years)

Bmc Fund

2012 - Present (12 years)

Broyhill Asset Management

2011 - Present (13 years)

Bmc Fund

2008 - Present (16 years)

Broyhill Asset Management

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Christopher Pavese to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Broyhill Asset Management, LLC

Andrea Sefler
Charlotte, NC
Christopher Pavese
Charlotte, NC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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