Kristian Blom
Kristian Blom is a registered investment advisor at Blom Levy & CO., LLC, based in Santa Barbara, CA, with 16 years of industry experience. Kristian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 10 clients with $5.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Blom Levy & Co. charges a flat annual fee for their services, which covers investment advice and financial planning. The minimum annual fee is $8,000, billed quarterly at $2,000 per quarter. This fee covers all accounts for a family unit (parents and immediate children).
Location
Santa Barbara, CA
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Regulatory History (1)
Regulatory
March 2011Other Business Activities
Kristian assists Tom Webster Construction Inc. with CFO duties, including collecting mail and license renewal. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Blom Levy & CO., LLC
Previous Registrations
Scf Investment Advisors, INC.
Scf Securities, INC.Broker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
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.