Christopher Mediate
Christopher Mediate is a registered investment advisor at Mediate Financial Investment Advisory Services, LLC, based in Canfield, OH, with 17 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 355 clients with $67M 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 | 1.45% |
Fee is negotiable.
Fee Estimator
Location
6674 Tippecanoe Rd, Suite 6, Canfield, OH, 44406
Get directionsHistory
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 ActivitiesSells Insurance
Christopher is the owner and insurance agent at Mediate Financial Services, Inc., an investment-related business. He spends about half of his time on insurance sales and tax planning.
Employment History
Current Registrations
Mediate Financial Investment Advisory Services, LLC
Previous Registrations
Foresters Equity Services, INC.
Next Financial Group, INC.
State Registrations3 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.