Christopher Ragain
Christopher Ragain is a registered investment advisor at Sentinel Wealth INC, based in Bonita Springs, FL, with 22 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 23 clients with $34M 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 | 0.69% |
Fees are negotiable.
Fee Estimator
Location
3301 Bonita Beach Road, Suite 312, Bonita Springs, FL, 34134
Get directionsHistory
Regulatory History (1)
Regulatory
January 2016Other Business Activities
Christopher owns and operates Tax Planner Pro LLC, a tax projection software application, dedicating a few hours per week. He also owns and operates Sentinel Tax Inc., providing tax return preparation, bookkeeping, and accounting services, which takes about a quarter of his time.
Employment History
Current Registrations
Sentinel Wealth 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.