Christian Urbina
Christian Urbina is a CFA, CFP-designated registered investment advisor at Prosperitus Wealth Advisors, based in Coral Springs, FL, with 19 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 224 clients with $60M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prosperitus Wealth Advisors charges a percentage of your portfolio's value each year. The exact percentage depends on the amount you have invested, but it will not exceed:
- Up to 2.0% on the first $99,999.99
- Up to 1.9% on amounts between $100,000 and $249,999.99
- Up to 1.8% on amounts between $250,000 and $499,999.99
- Up to 1.8% on amounts between $500,000 and $749,999.99
- Up to 1.8% on amounts between $750,000 and $999,999.99
- Up to 1.8% on amounts between $1,000,000 and $1,999,999.99
- Up to 1.8% on amounts between $2,000,000 and $4,999,999.99
- Up to 1.8% on amounts between $5,000,000 and $24,999,999.9
- Up to 1.8% on amounts over $25,000,000
These fees are negotiable.
Location
2855 N University Drive, Suite 110, Coral Springs, FL, 33065
Get directionsHistory
Regulatory History (2)
Regulatory
June 2011Criminal
February 2009Other Business ActivitiesSells Insurance
Christian operates Urbina Investment Group LLC as a conduit for business income and expenses related to his investment advisory and insurance business, including life, health, and annuity products, dedicating about 10-20% of his time. He also serves as a board member for FPA, spending a few hours per week overseeing pro-bono financial planning for the community.
Employment History
Current Registrations
Prosperitus Wealth Advisors
Previous Registrations
Avenir Private Advisors, LLC
Kovack Securities INC.Broker
Capital Guardian Wealth Management, LLC
Capital Guardian, LLCBroker
Invest Financial Corporation
Invest Financial CorporationBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
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.