CE
CE

Christian Ray Escamilla

21 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
755 clients
Average Client Portfolio
$352K average
Assets Under Management
$265.8M

Fee Structure

Minimum Investment:$60K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.80%
$2.0M - $5.0M0.60%
$5M+0.50%

Advisory fees may be negotiated at the sole discretion of the Advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1177 N.E. Loop 410, 5th Floor, San Antonio, TX, 78209

Get directions

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 Activities

Christian is an EVP, Wealth Management and Private Bank Integration Executive at Broadway Bank since 2020. He spends a few hours per week on this role.

Employment History
Current Registrations
Broadway Wealth Solutions
September 2020 - Present · 5 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2017 - May 2020 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2017 - May 2020 · 2 yrs 10 mos
Bbva Wealth Solutions INC.
December 2014 - June 2017 · 2 yrs 6 mos
Bbva Securities INC.Broker
May 2013 - June 2017 · 4 yrs 1 mo
Bbva Compass Investment Solutions, INCBroker
February 2009 - May 2013 · 4 yrs 3 mos
Wamu Investments, INC.Broker
March 2008 - October 2008 · 7 mos
Banc of America Investment Services, INC.Broker
April 2006 - March 2008 · 1 yr 11 mos
Chase Investment Services CORP.Broker
July 2005 - March 2006 · 8 mos
Banc One Securities CorporationBroker
February 2003 - July 2005 · 2 yrs 5 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Christian Ray Escamilla - Financial Advisor | TrueAdvisor