Christopher Rogers
Christopher Rogers is a CFA-designated registered investment advisor at 7 Summits Investment Management, LLC, based in Irvine, CA, with 18 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.25% |
| $3.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.80% |
| $20M+ | 0.60% |
7 Summits reserves the right to negotiate all fees and terms with clients. Client and client’s immediate family accounts may be aggregated for fee breakpoint purposes. At our discretion, advisory services may be provided without charge to employees and their family members.
Fee Estimator
Location
19800 Macarthur Boulevard, Suite 300, Irvine, CA, 92612
Get directionsHistory
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 ActivitiesSells Insurance
Christopher is a member of Enhanced Insurance Services LLC, an insurance sales company, and does business as "Advanced Design Insurance Services" in California. Christopher is a licensed insurance agent and may recommend insurance-related products on a commission basis.
Employment History
Current Registrations
7 Summits Investment Management, LLC
Previous Registrations
Mercer Global Advisors INC.
Jackson Financial Management
First American Trust
First American Capital Management, INC.
State Registrations1 state
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