Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningTax PlanningSocially Responsible Investing
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
174 clients
Average Client Portfolio
$483K average
Assets Under Management
$84.0M
Fee Structure
Minimum Investment:$400K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $4.0M | 0.80% |
| $4.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
21 Miller Alley, Suite 210, Pasadena, CA, 91105
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Christopher owns Wellness BioDental, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Impact Fiduciary LLC
March 2022 - Present · 4 yrs
State Registrations4 states
CALANYTX
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.