TrueAdvisor
TrueAdvisor
GC
GC

Gregory Joseph Christian

Wespac Advisors, LLC
32 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Wespac Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
639 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.0M1.15%
$2.0M - $3.0M1.05%
$3.0M - $5.0M0.95%
$5M+0.85%

Fees are negotiable and may be waived in certain circumstances, as in the case of employee accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

4 Orinda Way, Suite 100-B, Orinda, CA, 94563

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History

Regulatory History (1)
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Regulatory
May 1992
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wespac Advisors, LLC
June 2009 - Present · 16 yrs 8 mos
Previous Registrations
Financial Telesis INCBroker
March 2004 - June 2004 · 3 mos
Raymond James Financial Services
July 2002 - March 2004 · 1 yr 8 mos
Raymond James Financial Services, INC.Broker
January 1999 - March 2004 · 5 yrs 2 mos
Robert Thomas Securities, INCBroker
January 1997 - January 1999 · 2 yrs
Invest Financial CorporationBroker
April 1994 - January 1997 · 2 yrs 9 mos
Lam Wagner, INC.Broker
March 1993 - March 1994 · 1 yr
Security First Financial, INC.Broker
July 1991 - December 1992 · 1 yr 5 mos
A. G. Edwards & Sons, INC.Broker
February 1990 - June 1991 · 1 yr 4 mos
Wedbush Morgan Securities INC.Broker
November 1987 - February 1990 · 2 yrs 3 mos
State Registrations3 states
CAIDNV
Advisor
Exams
No exam information available for this advisor.