Cristian Mundy
Cristian Mundy is a registered investment advisor at Life Line Wealth Management LLC, based in Beverly Hills, CA, with 15 years of industry experience. Cristian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 97 clients with $560M 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% |
The standard annual fee is 1.0% of total assets under management, which may be negotiated 0.5% higher or lower depending on the client's needs.
Fee Estimator
Location
8447 Wilshire Boulevard, Suite 200, Beverly Hills, CA, 90211
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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 Activities
Cristian owns a short-term rental property in Indio, California, dedicating minimal time to it. He also coaches basketball for kids at the Hollywood Recreation Center, spending a few hours per week on this activity.
Employment History
Current Registrations
Life Line Wealth Management LLC
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
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.
Exams
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