CG
CFP
CG
CFP

Christopher Girbes-Pierce

15 Years of Experience
Santa Monica, CA

Christopher Girbes-Pierce is a CFP-designated registered investment advisor at Five Oceans Advisors, based in Santa Monica, CA, with 15 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 6 more. Their firm serves 117 clients with $460M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
117 clients
Average Client Portfolio
$3.9M average
Assets Under Management
$456.2M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Typical fee is 1.00% annually, but may be higher or lower based on client complexity, services included, and account size. Fees are negotiable.

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

Santa Monica, CA

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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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Employment History
Current Registrations
Five Oceans Advisors
May 2020 - Present · 6 yrs 5 mos
Previous Registrations
Adviceperiod, LLC
March 2018 - June 2020 · 2 yrs 3 mos
Enlightened Wealth Management, LLC
June 2015 - March 2018 · 2 yrs 9 mos
Moneyzen Wealth Management, LLC
August 2013 - February 2015 · 1 yr 6 mos
Buckingham Asset Management, LLC
August 2011 - June 2013 · 1 yr 10 mos
PNC Investments
August 2010 - August 2011 · 1 yr
State Registrations3 states
CAFLTX
Advisor

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.
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