Christopher Lorimier
Christopher Lorimier is a registered investment advisor at O'connor Wealth Management, INC., based in Monrovia, CA, with 12 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, Insurance Planning, and 3 more. Their firm serves 217 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable for client relationships with total account values of $3 million or more. OWM may discount or waive advisory fees for accounts with less than $3 million in assets.
Fee Estimator
Location
139 E. Colorado Blvd, Suite 2, Monrovia, CA, 91016
Get directionsHistory
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 ActivitiesSells Insurance
Christopher is an independent insurance agent, licensed since 2014, occasionally underwriting life insurance and annuity products, dedicating minimal time to this. He also operates Crown City Tax Planning as a sole proprietor, providing tax preparation and planning services since 2015, spending about 10-20% of his time when averaged over the year.
Employment History
Current Registrations
O'connor Wealth Management, INC.
State Registrations2 states
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