Christine Ward
Christine Ward is a registered investment advisor at Allstate Financial Advisors, LLC, based in Yakima, WA, with 17 years of industry experience. Christine is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 397 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 $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees represent maximum rates across available programs (Fund Strategist Portfolios and Unified Managed Accounts). Investment advisory representatives are permitted to negotiate a reduction in the advisory fee.
Fee Estimator
Location
7200 W Nob Hill Blvd Ste 5, Yakima, WA, 98908-1928
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
December 2012Customer Dispute
July 2012Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Key Investment Services LLC
Key Investment Services LLCBroker
State Registrations11 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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