CB
CB

Christopher Brunger

13 Years of Experience
Berkeley, CA

Christopher Brunger is a registered investment advisor at Brunger Financial, based in Berkeley, CA, with 13 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$19.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5M+1.00%

Fees above $5,000,000 are negotiable.

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

Berkeley, CA

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Christopher works with Brunger Consulting LLC and Pods Research LLC, focusing on airline industry operations. He spends minimal time on these activities, entirely outside of securities trading hours.

Employment History
Current Registrations
Brunger Financial
August 2014 - Present · 11 yrs 9 mos
Previous Registrations
Broidy Wealth Advisors, LLC
March 2011 - July 2013 · 2 yrs 4 mos
State Registrations3 states
CATXVA
Advisor

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.