Christopher Young is a registered investment advisor at Waterfront Advisors, based in Avalon, CA, with 24 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 12 clients with $3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable.
Fee Estimator
Location
Avalon, CA
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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 Activities
Christopher is the Conservation Operations Director for the Catalina Island Conservancy since January 2022, focusing on land conservation. This activity is not investment-related and takes about a quarter of his time.
Employment History
Current Registrations
Waterfront Advisors
Previous Registrations
Scf Investment Advisors, INC.
Scf Securities, INC.Broker
Morgan Stanley
Morgan StanleyBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Connecticut Investment Management
Newalliance Investments, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Bankoh Investment Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
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.