Christopher Haydel is a registered investment advisor at Equanimity Financial Partners, based in Pasadena, CA, with 34 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 643 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.85% |
Fees are generally not negotiable.
Fee Estimator
Location
100 E. Corson Street, 210, Pasadena, CA, 91103
Get directionsHistory
Regulatory History (4)
Customer Dispute
June 2014Customer Dispute
March 2007Customer Dispute
August 2006Customer Dispute
December 2000Other Business Activities
Christopher is the co-founder, president, and managing principal of Haydel Biel & Associates, an RIA firm. He is also the manager of Zoic Management Investors, spending minimal time on this investment-related activity.
Employment History
Current Registrations
Equanimity Financial Partners
Previous Registrations
Arete Wealth Management, LLCBroker
Mutual Securities, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations3 states
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.