Christian Carreon
Christian Carreon is a registered investment advisor at Create Wealth Management, LLC, based in Porter Ranch, CA, with 8 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 14 clients with $4M 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% |
Maximum annual fee is 1.75%. Firm also charges performance-based fees of up to 20% of net profits each quarter for qualified clients.
Fee Estimator
Location
Porter Ranch, 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
Christian is the owner and CEO of Paradigm Shift Trading, Inc., an educational and mentorship program related to systematic trading, dedicating about 10-20% of his time. He is also a managing member and investment adviser representative at All One Wealth, LLC, and a managing member and chief compliance officer at Create Wealth Management, LLC, both registered investment advisers.
Employment History
Current Registrations
Create Wealth Management, LLC
Previous Registrations
All One Wealth, LLC
Npb Financial Group, LLC
Npb Financial Group, LLCBroker
Gold Coast Securities, INC.
Gold Coast Securities, INC.Broker
State Registrations2 states
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.