Christian Cordoba
Christian Cordoba is a CFP-designated registered investment advisor at Mutual Advisors, LLC, based in Manhattan Beach, CA, with 33 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,463 clients with $6.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mutual Advisors charges an annual management fee based on the complexity of your financial situation, the services provided, the experience and standard of fees charged by your advisor, and the value of the assets in your account. This fee is negotiable with your advisor. The annual fee ranges up to 2.00% and is assessed quarterly or monthly in advance. Fees can be structured as a fixed percentage, a tiered fee schedule, or a linear fee schedule.
For American Funds F2 Direct Accounts, the annual fee ranges from 0.25% up to 1.25% annually, calculated and debited quarterly in arrears based on an average daily balance.
Location
1419 Highland Ave., Manhattan Beach, CA, 90266
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 1997Other Business ActivitiesSells Insurance
Christian is an independent insurance agent since 1991, selling life and long-term care insurance, dedicating about 10-20% of his time. He also manages real estate, is involved with tax planning, travel, and a non-profit, and focuses about a quarter of his time on strategic growth for California Retirement Advisors Group, Inc.
Employment History
Current Registrations
Mutual Advisors, LLC
Mutual Securities, INC.
Mutual Securities, INC.Broker
Previous Registrations
First Allied Securities, INC.
First Allied Advisory Services, INC.
First Allied Securities, INC.
First Allied Securities, INC.Broker
Sagepoint Financial, INC.Broker
Ira Wealth Management
California Retirement Planners Group, INC.
Sunamerica Securities, INC.Broker
Great Western Financial Securities CorporationBroker
State Registrations15 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.