Christian Stoltz
Christian Stoltz is a registered investment advisor at Centaurus Financial, INC., based in Forty Fort, PA, with 32 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, 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
1654 Wyoming Avenue, Forty Fort, PA, 18704
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2016Customer Dispute
June 2016Customer Dispute
November 2013Other Business ActivitiesSells Insurance
Christian owns Stoltz Financial, which is not investment-related, and spends minimal time on this activity. Christian also sells fixed insurance and fixed annuities.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
Questar Capital CorporationBroker
Usallianz Securities, INC.Broker
Jefferson Pilot Securities CorporationBroker
Jefferson-Pilot Investor Services, INC.Broker
Pruco Securities CorporationBroker
State Registrations11 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.