Christina Tunison is a registered investment advisor at Wellth Advisory Services, LLC, based in Bethesda, MD, with 19 years of industry experience. Christina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,383 clients with $24B 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 $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable. WELLth Advisory Services also uses LPL Financial's advisory programs, which have maximum fees ranging from 1.35% to 2.95%.
Fee Estimator
Location
7707 Wisconsin Ave Apt 333, Bethesda, MD, 20814
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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 Activities
Christina operates her LPL business through The Lifetime Companies. She also uses Tunison Consulting LLC for tax/investment purposes and works as an instructor for an industry certificate program through Broadridge fi360, dedicating minimal time to this role.
Employment History
Current Registrations
Wellth Advisory Services, LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
LPL Financial LLC
Krpg Advisors, LLC
H. Beck, INC.Broker
H. Beck, INC.
Royal Alliance Associates, INC.Broker
Seia
Signator Investors, INC.Broker
Mmc Securities LLCBroker
Mmc Securities LLC
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment 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.