CFP

Christian Batchelder

32 Years of Experience

Oakland, CA

Christian Batchelder is a CFP-designated registered investment advisor at Christian Curry Batchelder, CFP, based in Oakland, CA, with 32 years of industry experience. Christian 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 30 clients with $91M in assets under management.

Christian Curry Batchelder, CFP

Compensation

Fee-Only (% of Portfolio)

Firm Size

1 advisor

Number of Clients

30 clients

Average Client Portfolio

$3.0M average

Assets Under Management

$91.0M

Fee Structure

Investment management only (planning not offered)

Portfolio-Based Fees (Tiered)

Portfolio Value	Annual Fee
Up to $500K	1.00%
$500K - $2.0M	0.75%
$2M+	0.50%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Location

Oakland, CA

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History

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.

Employment History

Current Registrations

Christian Curry Batchelder, CFP

October 1993 - Present · 32 yrs 6 mos

State Registrations1 state

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.

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