Christopher Strong
Christopher Strong is a registered investment advisor at Albitz/miloe and Associates, INC., based in Torrance, CA, with 27 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 618 clients with $700M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Albitz/Miloe & Associates offers two managed account options: Greater Value Accounts (GVA) and Capital Asset Management (CAM) accounts. Fees are negotiated and based on the size of the account, other work performed, and the client relationship.
Maximum annual fees are:
- GVA Accounts: Up to $500,000: 1.50%; $500,001 to $1,000,000: 1.25%; $1,000,001 and higher: Negotiated
- CAM Accounts: Up to $500,000: 1.00%; $500,001 and higher: Negotiated
Fees are billed quarterly, in arrears. Some clients may pay lower fees than the stated maximums. GVA accounts have a minimum investment of $100,000, but this may be waived.
Location
23133 Hawthorne Blvd., Ste 305, Torrance, CA, 90505
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Christopher is a partner in Summit MGMT LP, a real estate investment member, and a CPA at Gelman, LLP providing accounting/tax services, taking about a quarter of his time. He also refers prospects to an RIA for investment management through Albitz/Miloe & Associates, Inc., and owns A Frame Management LP, a real estate business, dedicating minimal time to it.
Employment History
Current Registrations
Albitz/miloe and Associates, INC.
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
National Planning CorporationBroker
1st Global Capital CORP.Broker
State Registrations1 state
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