Christopher Bougeokles is a CFP-designated registered investment advisor at Captrust, based in Costa Mesa, 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 Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 41,750 clients with $1200B 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 | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.70% |
Fees are negotiable and may be higher, lower, or waived based on account size, investment approach, complexity, and relationship duration. Assets above $10M are negotiable.
Fee Estimator
Location
1124 Bristol Street, Costa Mesa, CA, 92626
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2013Other Business Activities
Christopher is a sole proprietor providing administrative and management consulting services, including talent management. This activity takes a few hours per week.
Employment History
Current Registrations
Captrust
Previous Registrations
Alpha Cubed Investments, LLC
A.G.P / Alliance Global Partners
A.G.P. / Alliance Global PartnersBroker
State Registrations2 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.
Exams
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