Christopher S Brown

Kingswood Wealth Advisors, LLC

14 Years of Experience

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Firm Information

Kingswood Wealth Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

111 advisors

Number of Clients

9,250 clients

Average Client Portfolio

$267K average

Assets Under Management

$2.5B

Fee Structure

Minimum Investment:$100K

Financial Plan Fee:$100 - $3,000

Hourly Rate:Up to $300/hr

Fees for investment management are based on a percentage of assets, up to 2.5% annually, and are negotiable. Financial planning fees are either fixed or hourly (up to $300/hour), depending on the engagement. For accounts below the $100,000 minimum, a $20 quarterly fee is assessed. Clients using third-party managers will not be charged a total combined management fee over 3%. A $50 termination fee may apply.

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningCharitable GivingHigh Net Worth

Advisor Information

Office location

11440 W. Bernardo Court, Suite 300, San Diego, CA, 92127

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

March 2016

Denied

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Other Business Activities

Christopher is a managing partner/president at Lifetrust Property Group, a real estate company, and manages investment in rental property, dedicating minimal time. He also serves as an expert witness, spending a few hours per week.