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Christian Snowden

Channel Wealth, LLC
15 Years of Experience
Santa Barbara, CA
Sells Insurance
View SEC Summary
View SEC Summary

Christian Snowden is a registered investment advisor at Channel Wealth, LLC, based in Santa Barbara, CA, with 15 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,019 clients with $850M in assets under management.

Channel Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
2,019 clients
Average Client Portfolio
$421K average
Assets Under Management
$850.9M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual management fee ranges up to 2.0% annually, charged quarterly in advance based on average daily balance. Fees may be structured as a flat percentage, tiered schedule, or linear schedule depending on the signed agreement.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3760 State Street, Suite 201, Santa Barbara, CA, 93105

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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 ActivitiesSells Insurance

Christian is an insurance agent since 2016, matching clients with appropriate insurance products, dedicating a few hours per week. He also serves on the Board of Directors for The Friendship Paddle, a non-profit, spending minimal time on this activity.

Employment History
Current Registrations
Channel Wealth, LLC
October 2022 - Present · 4 yrs
Previous Registrations
Sagepoint Financial, INC.
August 2014 - November 2022 · 8 yrs 3 mos
Sagepoint Financial, INC.Broker
August 2014 - November 2022 · 8 yrs 3 mos
UBS Financial Services INC.
July 2011 - August 2014 · 3 yrs 1 mo
UBS Financial Services INC.Broker
June 2011 - August 2014 · 3 yrs 2 mos
State Registrations2 states
CATX
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.
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