Areas of Practice
Investment ManagementRetirement PlanningTax PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
454 clients
Average Client Portfolio
$947K average
Assets Under Management
$429.8M
Fee Structure
Minimum Investment:$200K
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $600K | 1.20% |
| $600K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $6.0M | 0.70% |
| $6M+ | 0.60% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Christopher Brian Soukup
Location
3070 Saturn Street, Suite 101, Brea, CA, 92821
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Lighthouse Financial Services INC
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
TD Ameritrade, INC.
December 2018 - January 2021 · 2 yrs 1 mo
TD Ameritrade, INC.Broker
December 2018 - January 2021 · 2 yrs 1 mo
TD Ameritrade Investment Management, LLC
December 2018 - December 2020 · 2 yrs
Fidelity Personal and Workplace Advisors
July 2018 - December 2018 · 5 mos
Strategic Advisers LLC
July 2016 - July 2018 · 2 yrs
Fidelity Brokerage Services LLCBroker
May 2016 - December 2018 · 2 yrs 7 mos
TD Ameritrade, INC.
June 2011 - April 2016 · 4 yrs 10 mos
Amerivest Investment Management, LLC
June 2011 - April 2016 · 4 yrs 10 mos
TD Ameritrade, INC.Broker
June 2011 - April 2016 · 4 yrs 10 mos
Wells Fargo Advisors, LLCBroker
January 2011 - May 2011 · 4 mos
Wells Fargo Investments, LLCBroker
June 2010 - January 2011 · 7 mos
MML Investors Services, INC.Broker
May 2008 - April 2010 · 1 yr 11 mos
Aig Financial Advisors, INC.Broker
September 2007 - April 2008 · 7 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.
Contact
Christopher Brian Soukup