Christopher Fide
Christopher Fide is a registered investment advisor at Integrated Planning & Investments, based in Clovis, CA, with 20 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 218 clients with $110M 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 $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
1606 Clovis Ave., Clovis, CA, 93612
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2011Other Business ActivitiesSells Insurance
Christopher is an insurance agent selling group/individual health, STD, LTD, annuities, and LTC insurance, dedicating minimal time to this. He is also a partner/tax advisor at Integrated CPA Group LLP and co-owns rental properties, spending minimal time on each of these activities.
Employment History
Current Registrations
Integrated Planning & Investments
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
Mangham Associates, INC.
State Registrations3 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.