Christopher Michael Gardner
Advisor at SEIA — Los Angeles, CA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 65, Series 63
Experience Industry experience
10 years
Location
Los Angeles, CA 90067
SEIA
Multi-team
Christopher Gardner is a CFP® with 10 years of industry experience, currently serving as an advisor at SEIA LLC. His prior experience includes roles at Towneley Capital Management, Inc. and SES LLC. He is also the owner and CEO of Crimson Dynamix LLC, an investment entity focused on purchasing structured notes. SEIA is a multi-team SEC-registered advisory firm with roughly 142 advisors serving about 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm offers a broad range of portfolio management, financial planning, and consulting services, employing a combined strategic and tactical investment process to create client-specific Investment Policy Statements.
Based on SEIA
Based on SEIA
One-time Financial Planning fees quoted as single fixed fee; retainer up to $1,200 may be required
$250,000 - $999,999: 0.90% - 1.50% (Equity/Blended portfolios) $1,000,000 - $2,499,999: 0.70% - 1.30% (Equity/Blended portfolios) $2,500,000 - $4,999,999: 0.60% - 1.20% (Equity/Blended portfolios) $5,000,000 - $9,999,999: 0.50% - 1.10% (Equity/Blended portfolios) $10,000,000+: Negotiable (Equity/Blended portfolios) $250,000 - $999,999: 0.45% - 1.00% (Fixed-Income portfolios) $1,000,000 - $2,499,999: 0.40% - 0.90% (Fixed-Income portfolios) $2,500,000 - $4,999,999: 0.35% - 0.80% (Fixed-Income portfolios) $5,000,000 - $9,999,999: 0.25% - 0.70% (Fixed-Income portfolios) $10,000,000+: Negotiable (Fixed-Income portfolios)
Commission on securities products via Signature Estate Securities LLC; insurance commissions via Signature Estate Insurance Services LLC
Investment Consulting fees $200 - $1,000 per hour; Retirement Plan Consulting fees negotiable hourly rate $200 - $1,000
Account minimum: $250,000 for Equity/Blended portfolios (household basis); $500,000 for Fixed-Income portfolios (household basis); $100,000 for AssetMark Platform participation (may be waived); $350,000 recommended minimum for Investment Consulting (smaller portfolios allowed at discretion); no minimum for Retirement Plan Consulting Fee-only: Financial Planning fees quoted as fixed fees for one-time engagements, ongoing planning fees between 0.03% and 0.60% annually if combined with investment management
Los Angeles, CA
2121 Avenue of the Stars, Suite 1600
Los Angeles CA 90067
Advisors at this office
83
California · Texas
10 years of industry experience
Ses Llc
2023 - Present • 3 years
Los Angeles, CA
Seia Llc
2019 - Present • 7 years
Los Angeles, CA
Towneley Capital Management, Inc.
2015 - 2019 • 4 years
Laguna Hills, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Is not active or affiliated with:
Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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