Kristofer Reddaway
Kristofer Reddaway is a registered investment advisor at Citizens Securities, INC., based in Newport Beach, CA, with 10 years of industry experience. Kristofer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 53,044 clients with $9.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Citizens Securities offers investment management through its Managed Account Program. The fees vary depending on the specific program selected.
The maximum annual rate for Citizens Securities' component of the fee is 2.00%. The total fee covers asset allocation recommendations, manager research, brokerage, custody, performance reports, and administrative services. Third-party manager fees typically range from 0.02% to 0.50%.
Fees are negotiable under some circumstances, such as the type and size of the client account and the range of services provided.
For Connect accounts, there is a minimum investment of $2,000.
Location
1400 Newport Center Drive, Suite 150, Ca544, Newport Beach, CA, 92660
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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
Kristofer is a general partner/managing member of Golden Palm LLC, a real estate rental company, since 2022. He dedicates about 10-20% of his time to this activity, which is passive and long-term.
Employment History
Current Registrations
Citizens Securities, INC.
Citizens Private Wealth
Citizens Securities, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
LPL Financial LLC
LPL Financial LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
State Registrations26 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.