Christine Warner
Christine Warner is a registered investment advisor at Monticello Financial Advisors, based in Mount Pleasant, TX, with 24 years of industry experience. Christine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 108 clients with $2.8M 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 $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.50% |
All fees are negotiable. Fees for cash/cash equivalents/index are 0.50%. Investment of funds withdrawn from any security or insurance product that was purchased through Monticello Financial Group, LLC., into investment accounts held through Monticello Financial Advisors will not be charged an advisory fee.
Fee Estimator
Location
107 East Eleventh Street, Mount Pleasant, TX, 75455
Get directionsHistory
Regulatory History (1)
Regulatory
December 2022Other Business Activities
Christine is the President & Chief Compliance Officer of Clarity Compliance & Operations Services, LLC, though the role is currently inactive. She also serves as the Chief Compliance Officer for Monticello Financial Advisors, LLC, with duties that are concurrent and do not provide additional compensation.
Employment History
Current Registrations
Monticello Financial Advisors
Monticello Financial Group, LLC
Monticello Financial Group, LLCBroker
Previous Registrations
Fortune Financial Services, INC.Broker
Ensemble Financial Services, INC.Broker
Ensemble Financial Services, INC.Broker
AXA Advisors, LLCBroker
Mony Securities CorporationBroker
Manning & Napier Investor Services, INC.Broker
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.