Christopher Stamos is a registered investment advisor at Prosperitas Financial, LLC, based in Anaheim, CA, with 1 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 2 more. Their firm serves 1,635 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prosperitas Financial offers asset management services where the maximum annual fee charged will not exceed 2.00%. Fees are negotiable and are billed monthly in advance based on the value of the account on the last day of the previous quarter.
For clients utilizing third party managers, the maximum annual fee charged will not exceed 2.40%. This fee is in addition to any fees assessed by the third party manager.
Location
Anaheim, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christopher is an owner and CPA at Stamos and Stamos, Certified Public Accountants, Inc., offering accounting and tax services, dedicating nearly all of his time to this. He also works as an author/consultant, offering coaching services and an online course, spending minimal time on this activity.
Employment History
Current Registrations
Prosperitas Financial, LLC
Stamos and Stamos, Certified Public Accountants, INC.
State Registrations1 state
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