Christopher Stamos is a registered investment advisor at Prosperitas Financial, LLC, based in Anaheim, CA, with 1 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 2,138 clients with $810M 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 | 2.00% |
Maximum annual fee is up to 2.00%, billed monthly in advance. Fees are negotiable. Third-party money manager programs carry a maximum fee of up to 2.40%.
Fee Estimator
Location
Anaheim, 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 an owner and CPA at Stamos and Stamos, Certified Public Accountants, Inc., offering accounting and tax services, dedicating nearly all of his time to this. He also works as an author/consultant, offering coaching services and an online course, spending minimal time on this activity.
Employment History
Current Registrations
Prosperitas Financial, LLC
Stamos and Stamos
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.
Exams
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