CS
CFP
CS
CFP

Christopher Stroup

6 Years of Experience
Santa Monica, CA

Christopher Stroup is a CFP-designated registered investment advisor at Silicon Beach Financial LLC, based in Santa Monica, CA, with 6 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, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 19 clients with $13M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
19 clients
Average Client Portfolio
$687K average
Assets Under Management
$13.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.90%
$1.0M - $3.0M0.80%
$3.0M - $6.0M0.70%
$6.0M - $10.0M0.60%
$10M+0.50%

The advisory fee is a blended tier and is negotiable. If SBF utilizes an Outside Manager, the above fee schedule does not include the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

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Christopher Stroup

Location

Santa Monica, CA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Silicon Beach Financial LLC
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Abacus Wealth Partners
June 2019 - August 2024 · 5 yrs 2 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
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Christopher Stroup