Christine Turnbull
Christine Turnbull is a registered investment advisor at 401k Assist, LLC, based in San Clemente, CA, with 22 years of industry experience. Christine 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts above $5,000,000.
Fee Estimator
Location
San Clemente, CA
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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
Christine is an independent insurance agent selling life, accident & health, and variable contracts, dedicating a few hours per week to this activity. She also consults on 401k plans through 401k Assist, LLC since 2016, spending about full-time on this endeavor.
Employment History
Current Registrations
401k Assist, LLC
Previous Registrations
Mutual of Omaha Investor Services, INC.Broker
Resource Horizons Group LLCBroker
Financial Telesis INCBroker
Lincoln Financial Distributors, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Hartford Equity Sales Company INC.Broker
The Lincoln National Life Insurance CompanyBroker
State Registrations2 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.