Christopher Claridge
Christopher Claridge is a registered investment advisor at Summit Global Investments, LLC, based in Mesa, AZ, with 16 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 7,475 clients with $2.3B 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 | 2.00% |
| $500K - $1.0M | 1.70% |
| $1M+ | 1.50% |
Fees are maximum rates and may be lowered based on client investment objectives, risk profile, suitability, and asset allocation. Accounts are subject to a maximum annual administrative fee of $60 per household.
Fee Estimator
Location
Mesa, AZ
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher is a partner at Arizona Tax Accounting and Consulting Services LLC, a tax preparation and bookkeeping service, spending about a quarter of his time there. He also works as an insurance agent selling life, long-term care, and health insurance products, dedicating about 10-20% of his time to this activity, and has several referral partnerships.
Employment History
Current Registrations
Summit Global Investments, LLC
Previous Registrations
Diversify Advisory Services, LLC
Dfpg Investments, LLCBroker
Dfpg Investments, LLC
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
World Group Securities, INC.Broker
State Registrations2 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.
Exams
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