Anna-Christina Brockschmidt
Anna-Christina Brockschmidt is a registered investment advisor at Pacific Financial Strategies, INC, based in Thousand Oaks, CA, with 10 years of industry experience. Anna-Christina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 713 clients with $200M 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 $250K | 1.45% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.00% |
| $750K - $1000K | 0.90% |
| $1.0M - $1.5M | 0.85% |
| $1.5M - $2.0M | 0.75% |
| $2M+ | 0.60% |
Fees may be negotiable.
Fee Estimator
Location
223 E. Thousand Oaks Blvd., Suite 403, Thousand Oaks, CA, 91360
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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
Anna-Christina works as a recreation leader at the Agoura Hills Recreation Center since 2011, spending about 10-20% of her time on weekends. This activity is not investment-related.
Employment History
Current Registrations
Pacific Financial Strategies, INC
State Registrations3 states
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