Christian Sahlmann
Christian Sahlmann is a registered investment advisor at Ideal Retirement Solutions, based in Port Charlotte, FL, with 5 years of industry experience. Christian 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. Their firm serves 311 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee-Based Annuity Program fee is 1.00%.
Fee Estimator
Location
17896 Toledo Blade Blvd, Port Charlotte, FL, 33948
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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 →Employment History
Current Registrations
Ideal Retirement Solutions
Previous Registrations
Fisher Investments
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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