Christopher Torchiana
Christopher Torchiana is a CFP, ChFC-designated registered investment advisor at Continuum Financial Partners, LLC, based in El Dorado Hills, CA, with 28 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 27 clients with $23M 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 $600K | 1.50% |
| $600K - $1.2M | 1.40% |
| $1.2M - $2.0M | 1.30% |
| $2.0M - $3.0M | 1.20% |
| $3M+ | 1.10% |
Fees may be negotiable.
Fee Estimator
Location
5000 Windplay Drive, Unit 2, El Dorado Hills, CA, 95762
Get directionsHistory
Regulatory History (5)
Customer Dispute
September 2008Regulatory
October 2007Customer Dispute
October 2003Customer Dispute
April 2002Criminal
March 1989Other Business ActivitiesSells Insurance
Christopher is an owner of Continuum Financial Partners, offering investment advisory services and financial planning, which takes up a significant portion of his time. He also sells insurance products, including fixed annuities, life/health, long-term care, and disability insurance, and owns Mainstreet Tax Advisory, dedicating a substantial amount of time to both endeavors.
Employment History
Current Registrations
Continuum Financial Partners, LLC
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Cigna Financial Advisors,inc.Broker
State Registrations1 state
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.