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Amanda Christians

24 Years of Experience
Round Rock, TX
Sells Insurance

Amanda Christians is a registered investment advisor at Greenbelt Investment Advisors, LLC, based in Round Rock, TX, with 24 years of industry experience. Amanda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 156 clients with $170M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
156 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$167.0M

Fee Structure

Minimum Investment:$25K

Greenbelt Investment Advisors' asset management fees are detailed in the Wrap Fee Program Brochure. For plans custodied with the plan provider, the annual fees are based on the market value of the included assets and shall not exceed 1.50%.

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Location

100 E Main Street, Suite 101, Round Rock, TX, 78664

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Amanda may receive compensation for conducting insurance business, including life insurance, but devotes minimal time to it. Amanda is also writing a children's book and may receive affiliate marketing compensation, both non-investment related activities that take minimal time.

Employment History
Current Registrations
Greenbelt Investment Advisors, LLC
December 2010 - Present · 15 yrs 5 mos
Previous Registrations
Greenbelt Investment Advisors, LLC
December 2010 - December 2010 · 0 mos
Evolve Investment Advisors
February 2006 - February 2011 · 5 yrs
Treaty Oak Investment Advisors, INC.
January 2004 - March 2006 · 2 yrs 2 mos
Sws Financial Services
January 2004 - December 2004 · 11 mos
Morgan Stanley
May 2001 - January 2004 · 2 yrs 8 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.