Gregory Christian is a registered investment advisor at Wespac Advisors, LLC, based in Orinda, CA, with 32 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 639 clients with $1.1B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
639 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.1B
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.05% |
| $3.0M - $5.0M | 0.95% |
| $5M+ | 0.85% |
Fees are negotiable and may be waived in certain circumstances, such as for employee accounts. The fee includes any advisory fees of sub-advisers.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
4 Orinda Way, Suite 100-B, Orinda, CA, 94563
Get directionsHistory
Regulatory History (1)
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Regulatory
May 1992Final
Employment History
Current Registrations
Wespac Advisors, LLC
June 2009 - Present · 16 yrs 10 mos
Previous Registrations
Financial Telesis INCBroker
March 2004 - June 2004 · 3 mos
Raymond James Financial Services
July 2002 - March 2004 · 1 yr 8 mos
Raymond James Financial Services, INC.Broker
January 1999 - March 2004 · 5 yrs 2 mos
Robert Thomas Securities, INCBroker
January 1997 - January 1999 · 2 yrs
Invest Financial CorporationBroker
April 1994 - January 1997 · 2 yrs 9 mos
Lam Wagner, INC.Broker
March 1993 - March 1994 · 1 yr
Security First Financial, INC.Broker
July 1991 - December 1992 · 1 yr 5 mos
A. G. Edwards & Sons, INC.Broker
February 1990 - June 1991 · 1 yr 4 mos
Wedbush Morgan Securities INC.Broker
November 1987 - February 1990 · 2 yrs 3 mos
State Registrations3 states
CAIDNV
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.