Christiane Tomasi
Christiane Tomasi is a CFP-designated registered investment advisor at Cs Tomasi Wealth Management, based in Costa Mesa, CA, with 28 years of industry experience. Christiane 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 86 clients with $100M 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 - $750K | 1.25% |
| $750K - $1000K | 1.15% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.95% |
| $10M+ | 0.90% |
Fees may be negotiable.
Fee Estimator
Location
949 South Coast Drive, Suite 500, Costa Mesa, CA, 92626
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
Christiane is a licensed insurance agent selling insurance products, including annuities and variable products, dedicating minimal time to this activity. She also owns CS Tomasi Wealth Management, providing tax preparation and investment advisory services, taking up a significant portion of her time.
Employment History
Current Registrations
Cs Tomasi Wealth Management
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
H.D. Vest Investment ServicesBroker
State Registrations11 states
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