Christopher Richard
Christopher Richard is a registered investment advisor at Integrated Advisors Network LLC, based in Cardiff by the Sea, CA, with 29 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 11 more. Their firm serves 7,612 clients with $5.5B 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 | 2.95% |
Maximum annual fee is up to 2.95% of assets under management. Actual fees vary by practice group, investment program, and are negotiable.
Fee Estimator
Location
Cardiff by the Sea, CA
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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
Christopher is a trustee for the Cramer Irrevocable Trust since 2009. He is also the CEO of Vineyard Global Advisors, LLC, dedicating full-time hours to business and marketing development, and a member of Comodo, LLC. Additionally, he serves on the financial committee for Fairbanks Rancho Association (HOA) and is an advisor/managing partner for Vineyard Wealth Advisors.
Employment History
Current Registrations
Integrated Advisors Network LLC
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.
Crosswater
Lockwood Financial Services, INC
State Registrations4 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.