Christian Mahan
Christian Mahan is a registered investment advisor at Stonecrest Wealth Management, INC, based in Chandler, AZ, with 7 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 385 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
StoneCrest Wealth Management charges a fee based on the value of your investments, ranging from 0.78% to 1.50% per year. The exact rate depends on the complexity of your situation, the amount you invest, and whether you use their financial planning services. Clients with under $1,000,000 in assets may be charged a monthly technology fee of $4.25 for portfolio reporting technology.
Location
118 S Kyrene Road, Suite 4, Chandler, AZ, 85226
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Stonecrest Wealth Management, INC
Kingswood Capital Partners, LLCBroker
Previous Registrations
USAA Investment Services CompanyBroker
USAA Investment Services Company
USAA Financial Advisors, INC.Broker
Edward Jones
Edward JonesBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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