Christopher Munchhof
Christopher Munchhof is a registered investment advisor at Socal Planners, INC, based in Newhall, CA, with 10 years of industry experience. Christopher 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 18 clients with $2.3M 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 $5K | 2.25% |
| $5K - $10K | 2.00% |
| $10K - $150K | 1.75% |
| $150K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
401(k) Plans: 0.50% per year. The advisory fee may be negotiable or waived at SoCal Planners's discretion. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
22924 Lyons Ave, Suite 205, Newhall, CA, 91321
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 engaged in tax preparation and sells fixed life insurance and fixed annuities as a sole proprietor of Free Financial. His duties include client meetings, scheduling, administration, and marketing, with time commitment varying based on customer demand.
Employment History
Current Registrations
Socal Planners, INC
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.