CJ
CJ

Christopher Janeway

18 Years of Experience
Santa Barbara, CA
BrokerSells Insurance

Christopher Janeway is a registered investment advisor at Planmember Securities Corporation, based in Santa Barbara, CA, with 18 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
433 advisors
Number of Clients
68,678 clients
Average Client Portfolio
$132K average
Assets Under Management
$9.0B

Fee Structure

Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.70%

PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.

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

1600 State Street, Santa Barbara, CA, 93101

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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 ActivitiesSells Insurance

Christopher sells fixed insurance products, dedicating minimal time to this activity. He is also the Owner/President/Financial Advisor at Fourth Point LLC, spending full-time hours on the sale and service of securities and insurance products. Finally, Christopher is a co-founder of Katie's Fund, a charitable fund, spending minimal time on this activity.

Employment History
Current Registrations
Planmember Securities Corporation
October 2016 - Present · 9 yrs 11 mos
Planmember Securities CorporationBroker
July 2007 - Present · 19 yrs 2 mos
State Registrations11 states
AZCACOGAHIIDILORPATXWA
AdvisorBrokerBoth

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
No exam information available for this advisor.