Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Asset management fees can reach up to 1.50% annually. Comprehensive portfolio management fees can reach up to 1.75% annually or $350/hour. Financial planning fees range from $1,000 to $15,000 or $350/hour. Estate planning is a flat fee of $1,500, but is free for clients with over $3 million in assets under management.
Areas of Practice
Advisor Information
Office location
196 S. Fir St., Suite 140, Ventura, CA, 93001
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher sells life and health insurance, dedicating about 10-20% of his time to this activity. He also operates under several DBAs, including Wagner Financial and Integrity Wealth Advisors, LLC, and provides administrative services, spending a significant amount of time on these investment-related activities. Christopher also owns a short-term vacation rental property, requiring minimal time.