Christopher Pham
Christopher Pham is a registered investment advisor at Sequent Planning, LLC, based in Houston, TX, with 1 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 6,015 clients with $590M 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 | 1.75% |
Sequent Planning sets an annual fee cap of 1.75%. Individual investment adviser representatives have discretion to set fees within this limit, and fees are negotiable.
Fee Estimator
Location
11931 Wickchester Ln, Ste. 100, Houston, TX, 77043
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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 ActivitiesSells Insurance
Christopher is an insurance agent since 2015, providing life and health insurance products and services to clients and prospects, dedicating about 10-20% of his time. He is also a partner/director of The X-Ray Institute, Inc. since 2014, and a partner of Noble Duke Ventures since 2022, investing in real estate.
Employment History
Current Registrations
Sequent Planning, LLC
Previous Registrations
Mutual of Omaha Investor Services, INC.Broker
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.
Exams
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