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Christopher Jude Haydel

34 Years of Experience
4 Disclosures
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
626 clients
Average Client Portfolio
$236K average
Assets Under Management
$147.7M

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1000K1.25%
$1.0M - $2.5M1.00%
$2.5M - $5.0M0.90%
$5M+0.85%

Fees are generally not negotiable.

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

100 E. Corson Street, 310, Pasadena, CA, 91103

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History

Regulatory History (4)
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
June 2014
Settled
Customer Dispute
March 2007
Denied
Customer Dispute
August 2006
Settled
Customer Dispute
December 2000
Settled
Other Business Activities

Christopher is the co-founder, president, and managing principal of Haydel Biel & Associates, an RIA firm. He is also the manager of Zoic Management Investors, spending minimal time on this investment-related activity.

Employment History
Current Registrations
Equanimity Financial Partners
December 2009 - Present · 16 yrs 2 mos
Previous Registrations
Arete Wealth Management, LLCBroker
January 2014 - June 2017 · 3 yrs 5 mos
Mutual Securities, INC.Broker
February 2010 - January 2012 · 1 yr 11 mos
Ameriprise Financial Services, INC.
December 1997 - December 2009 · 12 yrs
Ameriprise Financial Services, INC.Broker
August 1991 - December 2009 · 18 yrs 4 mos
Ids Life Insurance CompanyBroker
August 1991 - July 2006 · 14 yrs 11 mos
State Registrations3 states
CALATX
Advisor
Exams
No exam information available for this advisor.