Christopher Torres is a registered investment advisor at Mayfield Advisors, INC., based in Palo Alto, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 40 clients with $140M 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 - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.0M | 0.70% |
| $7M+ | 0.60% |
Fees may be negotiable. A minimum of $500,000 of assets under management is required for mutual fund and equity management services (including bond funds). A separate minimum of $400,000 is generally required for management services of portfolios of individual fixed income securities.
Fee Estimator
Location
438 Cambridge Avenue, Suite 100, Palo Alto, CA, 94306-1404
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Mayfield Advisors, INC.
State Registrations1 state
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