Christopher Haberl
Christopher Haberl is a ChFC-designated registered investment advisor at Centaurus Financial, INC., based in Huntington Beach, CA, with 33 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
7777 Center Avenue, Suite #120, Huntington Beach, CA, 92647
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2002Customer Dispute
July 1996Criminal
August 1989Other Business ActivitiesSells Insurance
Christopher invests in trust deeds and a biotech investment firm, and owns a holding LLC for a rental property. He also owns Retirement Educators, collecting fees for a workshop, and sells fixed insurance and annuities through Haberl Wealth Management, dedicating minimal time to each activity.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Securities America, INC.Broker
Pacific Coast Financial Securities, INC.Broker
Thomas James Associates, INC.Broker
State Registrations20 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.