Channel Wealth, LLC is a registered investment advisor headquartered in Santa Barbara, California, offering continuous investment management, financial planning, and consulting services. Channel Wealth works with individuals, families, trusts, estates, and retirement plan participants, tailoring portfolios to each client's individual needs, goals, and risk tolerance. The firm uses fundamental, technical, and charting analysis along with modern portfolio theory, tactical asset allocation, and diversification across multiple asset classes, including equities, fixed income, alternative investments, mutual funds, and exchange-traded funds. Channel Wealth also utilizes independent managers and sub-advisors when appropriate. Clients can grant Channel Wealth the authority to make trades without asking first on a discretionary basis, or choose non-discretionary services where the client must approve trades in advance. Financial planning and consulting cover various areas such as retirement planning, education funding, and overall financial resource management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual management fee ranges up to 2.0% annually, charged quarterly in advance based on average daily balance. Fees may be structured as a flat percentage, tiered schedule, or linear schedule depending on the signed agreement.