Christopher Schembri
Christopher Schembri is a CFA-designated registered investment advisor at P3 Financial Management, LLC, based in Scottsdale, AZ, with 22 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2 clients with $3.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.45% |
| $2M+ | 0.35% |
Fee Estimator
Location
Scottsdale, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christopher is a Senior Financial Analyst at Intel Corporation, a semiconductor manufacturer, since 2003. He dedicates significantly more than full-time hours to this role, focusing on metrics and process efficiency.
Employment History
Current Registrations
P3 Financial Management, LLC
State Registrations1 state
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