Christen Sando is a registered investment advisor at Columbia Asset Management, L.L.C., based in San Jose, CA, with 7 years of industry experience. Christen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 424 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Columbia Asset Management's wealth management fees are annual, billed quarterly, and based on the market value of your investments. The standard fee is no more than 1% of the account balance, or a fixed agreed-upon fee. There is no minimum fee. Other financial services are billed at an agreed-upon hourly rate.
Location
San Jose, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Columbia Asset Management, L.L.C.
State Registrations1 state
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