Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees are charged hourly (up to $1,000/hour) or as a flat fee (up to $400,000). Clients receive a year of ongoing financial planning/consultation services at no additional cost with a financial plan. Asset management fees are negotiable, with a maximum of 2.00%. WealthPort Wrap Program fees shall not exceed 2.25%. Retirement plan consulting is billed hourly (up to $250/hour), flat (ranging from $750 to $10,000), or as a percentage of plan assets (up to 1.00%).
Areas of Practice
Advisor Information
Office location
29122 Rancho Viejo Road, Suite 108, San Juan Capistrano, CA, 92672
Get directionsRegulatory History (2)
Employment Separation After Allegations
December 2009Customer Dispute
April 2001Other Business ActivitiesSells Insurance
Christina is an independent insurance agent for various companies since 2010 and spends minimal time on this. She also works as a wildlife photographer, educator, and founder of a wildlife preservation, spending minimal time on each, and is an advisor's rep of a registered investment advisor, also spending minimal time on this.