Christine Tillman is a CFP-designated registered investment advisor at Creative Planning, based in Manhattan Beach, CA, with 11 years of industry experience. Christine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 84,858 clients with $220B 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 $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and how they are charged are negotiable.
Fee Estimator
Location
Manhattan Beach, CA
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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
Christine is an officer of Tireswing Media, LLC, a film and TV production company, spending minimal time per week. She also owns rental property, dedicating minimal time per month.
Employment History
Current Registrations
Creative Planning
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Cetera Advisors LLCBroker
Cetera Financial Specialists LLCBroker
Cetera Investment Services LLCBroker
First Allied Securities, INC.Broker
Summit Brokerage Services, INC.Broker
Girard Securities, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
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.