Christen Sanchez
Christen Sanchez is a CFP-designated registered investment advisor at Modern Wealth Management, LLC, based in Jacksonville, FL, with 29 years of industry experience. Christen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 11,934 clients with $11B 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable. Eligible first responder and military households receive a discounted rate of 1.25% on the first tier ($0-$499,999).
Fee Estimator
Location
5150 Belfort Rd., Suite 702, Jacksonville, FL, 32256-6038
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
Christen is an independent insurance agent selling non-variable insurance since 2001. Christen also owns rental real estate and operates Sanchez Wealth Management Group, dedicating nearly full-time hours to the RIA business.
Employment History
Current Registrations
Modern Wealth Management, LLC
Sanchez Wealth Management Group, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Princor Financial Services CorporationBroker
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.
Exams
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