Christine White is a registered investment advisor at Imagine Math, based in Moorpark, CA, with 2 years of industry experience. Christine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 8 clients with $3.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Imagine Math may charge a lesser investment advisory fee under certain circumstances (e.g., account composition, client negotiation, anticipated future earnings).
Fee Estimator
Location
Moorpark, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christine is employed part-time as an adjunct faculty member in the California Lutheran University Mathematics Department.
Employment History
Current Registrations
Imagine Math
State Registrations1 state
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