Clarissia Skinner
Clarissia Skinner is a registered investment advisor at Transamerica Financial Advisors, LLC, based in Torrance, CA, with 4 years of industry experience. Clarissia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 42,440 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Transamerica Financial Advisors (TFA) offers several investment management programs, including:
- Third-Party Money Management Programs: TFA Advisors can connect you with third-party money managers (TPMMs) who manage model portfolios. Fees are specific to the TPMM you select.
- Transamerica® ONE Wealth Management Platform: This is a wrap fee program with a single fee for services. The total annual program fee does not exceed 2.0%.
- Transamerica® ALPHA Digital Investment Program: This program uses Betterment's platform. The total annual advisory fee ranges from 0.65% to 0.95%.
- TFA365 Advisory Program: This is a wrap fee program. The total annual program fee does not exceed 2.75%. A minimum annual account fee applies to accounts that fall below the program account minimum. For the Strategist Program and the Unified Managed Account Program, the minimum annual account fee is $35 (account minimum: $25,000). For the Separately Managed Account Program, the minimum annual account fee is $150 (account minimum: $100,000).
Location
21221 S Western Ave, Suite 110, Torrance, CA, 90501
Get directionsHistory
Regulatory History (3)
Judgment / Lien
February 2020Financial
March 2017Financial
March 2017Other Business ActivitiesSells Insurance
Clarissia sells insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. She also works as an independent broker for Colonial Life and an employee benefits agent for Cornerstone Benefits Consulting Group, selling various types of insurance, and is a referral partner for LSPN Pro LLC, Optima Tax Relief, and InheritGuard, LLC. Clarissia also co-owns Organic Acres LLC, which has not yet conducted business.
Employment History
Current Registrations
Transamerica Financial Advisors, LLC
Transamerica Financial Advisors, LLCBroker
State Registrations25 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.