Christopher Mattern
Christopher Mattern is a registered investment advisor at Mfa Wealth Services, based in Thousand Oaks, CA, with 18 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 224 clients with $290M 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 | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Fees may range from 0.5% to 1.5% depending on the services provided. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Location
100 E. Thousand Oaks Blvd., #258, Thousand Oaks, CA, 91360
Get directionsHistory
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 representative for Meador Financial, Inc. and President/Advisor for MFA Wealth Services, Inc., both registered investment advisors. He is also a minority partner at Tone, Walling & Meador LLP, a tax preparation/accounting firm, and an agent for non-variable insurance.
Employment History
Current Registrations
Mfa Wealth Services
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
Alliance Advisory & Securities, INC
Alliance Advisory & Securities, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations17 states
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