Catherine Christ
Catherine Christ is a registered investment advisor at Creative Planning Institutional Advisors, LLC, based in Newport Beach, CA, with 29 years of industry experience. Catherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 915 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual asset-based fees range from 0.55% to 1.50% based on account size, complexity, and services, and will not exceed 2.00%. Fees are negotiable.
Fee Estimator
Location
4000 Macarthur Blvd., Suite 1050, Newport Beach, CA, 92660
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Regulatory History
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 Activities
Catherine works as an advisory administrative representative for Sageview Advisory Group, dedicating a full-time amount of time to this role. She also serves as co-trustee of her parents' family trust, which requires minimal time commitment.
Employment History
Current Registrations
Creative Planning Institutional Advisors, LLC
Previous Registrations
Cetera Wealth Services, LLCBroker
NFP Advisor Services, LLC
NFP Advisor Services, LLCBroker
Benefit Funding Services Group
American Funds Distributors, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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