Christopher Wescott is a registered investment advisor at Edward Haro Financial, LLC, based in Tustin, CA, with 1 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 144 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $40K | 2.00% |
| $40K - $100K | 1.80% |
| $100K - $500K | 1.60% |
| $500K - $1000K | 1.40% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees are negotiable based on client needs and complexity.
Fee Estimator
Location
18031 Irvine Blvd.,, Suite 111, Tustin, CA, 92780
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Regulatory History
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 →Employment History
Current Registrations
Edward Haro Financial, LLC
Previous Registrations
Crown Capital Securities, L.P.Broker
State Registrations1 state
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