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Michael Christian

8 Years of Experience
Bordentown, NJ
2 DisclosuresBroker

Michael Christian is a registered investment advisor at Primerica Advisors, based in Bordentown, NJ, with 8 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 54,384 clients with $11B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3793 advisors
Number of Clients
54,384 clients
Average Client Portfolio
$205K average
Assets Under Management
$11.2B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.24%
$250K - $500K2.21%
$500K - $1.0M2.02%
$1.0M - $3.0M1.88%
$3.0M - $5.0M1.70%
$5.0M - $10.0M1.55%
$10.0M - $15.0M1.45%
$15.0M - $25.0M1.20%
$25M+1.10%

The advisory fee component of the annual wrap fee is negotiable. As an accommodation to clients seeking temporarily to reduce exposure to market volatility, you are permitted to allocate your Program Account entirely to cash. Program Accounts allocated to cash are subject to a reduced annual wrap fee of 0.10%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Bordentown, NJ

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
November 1981
Final Disposition
Criminal
December 1979
Final Disposition
Other Business Activities

Michael sells investment-related products for companies affiliated with PFS Investments Inc. He may also receive compensation from Primerica Mortgage, LLC for loan products and/or Primerica Client Services, Inc. for referrals of home security, automation products, and other home-related services.

Employment History
Current Registrations
Primerica Advisors
March 2023 - Present · 3 yrs 2 mos
PFS Investments INC.
January 2018 - Present · 8 yrs 4 mos
PFS Investments INC.Broker
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
Metlife Securities INC.Broker
August 2009 - June 2010 · 10 mos
State Registrations23 states
AZCACODEFLGAILINKYMDMIMNNCNDNJNVNYPARISCTXVAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Michael Christian - Financial Advisor | TrueAdvisor