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Christopher Mansu

21 Years of Experience
Roseville, CA
Broker

Christopher Mansu is a registered investment advisor at Wells Fargo Advisors, based in Roseville, CA, with 21 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B

Fee Structure

Minimum Investment:$250K
  • Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.

The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.

One-Time Plan:Up to $25,000
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Location

1512 Eureka Rd Ste 300, [Kc-Rbo], Roseville, CA, 95661

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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

Christopher has 100% ownership in Mansu Sporting Goods, selling sports and leisure products since 2011. He dedicates a few hours per week to this non-investment related activity.

Employment History
Current Registrations
Wells Fargo Advisors
October 2014 - Present · 11 yrs 7 mos
Wells Fargo Clearing Services, LLC
October 2014 - Present · 11 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
October 2014 - Present · 11 yrs 7 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2012 - November 2014 · 2 yrs 1 mo
J.P. Morgan Securities LLCBroker
October 2012 - November 2014 · 2 yrs 1 mo
Chase Investment Services CORP.
November 2010 - October 2012 · 1 yr 11 mos
Chase Investment Services CORP.Broker
November 2010 - October 2012 · 1 yr 11 mos
Financial Network Investment Corporation
August 2008 - November 2010 · 2 yrs 3 mos
Financial Network Investment CorporationBroker
August 2008 - November 2010 · 2 yrs 3 mos
Pension Planners Securities, INC.Broker
July 2006 - August 2008 · 2 yrs 1 mo
Pension Planners Securities, INC.
July 2006 - August 2008 · 2 yrs 1 mo
Ameritas Investment CORP
May 2005 - July 2006 · 1 yr 2 mos
Ameritas Investment CORP.Broker
May 2005 - July 2006 · 1 yr 2 mos
Securian Financial Services, INC.
May 2004 - May 2005 · 1 yr
Securian Financial Services, INC.Broker
May 2004 - May 2005 · 1 yr
State Registrations14 states
AZCACOFLHIMIMNMTORTNTXUTVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.