Christopher Tate
Christopher Tate is a CFP-designated registered investment advisor at "tate Asset Management" and "dco Wealth Management", based in Rancho Santa Fe, CA, with 26 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, Insurance Planning, Investment Management, and 1 more. Their firm serves 245 clients with $320M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.90% |
| $2.0M - $2.5M | 0.80% |
| $2.5M+ | 0.80% |
Fees are negotiable above $2,500,000.
Fee Estimator
Location
5531 Cancha De Golf, Suite #105, Rancho Santa Fe, CA, 92091
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher is licensed to sell life insurance in California as an independent agent.
Employment History
Current Registrations
"tate Asset Management" and "dco Wealth Management"
Previous Registrations
Advanced Practice Advisors, LLC
Concert Wealth Management, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations2 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.