Cristina Eddy is a registered investment advisor at Monex Asset Management, INC., based in San Diego, CA, with 16 years of industry experience. Cristina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 547 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Monex Asset Management's fees generally range from 0.25% to 2.00% of the value of your portfolio per year, depending on the size of the portfolio, services requested, and portfolio assets. In addition, there is an annual maintenance fee from $180.00 to $200.00 per account. Fees are paid quarterly. Employee-related accounts may have lower fees.
Location
350 Tenth Avenue, Suite 1000, San Diego, CA, 92101
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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.
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Cristina owns rental properties, including apartments, Airbnb, and a rental studio. This activity is not investment-related.
Employment History
Current Registrations
Monex Asset Management, INC.
Monex Securities, INC.Broker
Previous Registrations
Snowden Capital Advisors LLC
Snowden Account Services LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations1 state
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.