Christopher Olin is a CFA-designated registered investment advisor at Alesia Investment Management LLC, based in Torrance, CA, with 9 years of industry experience. Christopher 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, and 1 more. Their firm serves 50 clients with $18M 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 $1.0M | 1.20% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 0.80% |
Fees are generally negotiable. Qualified clients may also pay a 20% performance fee based on capital appreciation. Performance fees will only be charged to California clients in accordance with the provisions of California Code of Regulations Section 260.234.
Fee Estimator
Location
Torrance, CA
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 Activities
Christopher is the managing member of Alesia Asset Management LLC, an exempt reporting adviser for Alesia Value Fund LLC. He also works as a consultant for NVE Inc., an experiential marketing firm.
Employment History
Current Registrations
Alesia Investment Management LLC
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.