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Christopher Roumayeh

Sb Advisory, LLC
22 Years of Experience
2 Disclosures
View SEC Summary
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Christopher Roumayeh is a registered investment advisor at Sb Advisory, LLC, based in Lake Orion, MI, with 22 years of industry experience. Christopher 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. Their firm serves 1,574 clients with $400M in assets under management.

Sb Advisory, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
1,574 clients
Average Client Portfolio
$257K average
Assets Under Management
$404.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.50%
$500K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2.0M - $5.0M1.50%
$5M+1.25%

Fees are negotiable. For Advisor Choice Program/AssetMark Programs/Brinker Capital, clients will be charged the money manager's fee schedule plus an additional negotiable fee of up to 1.25% to SB Advisory. Total fees do not exceed 2.50% of assets under management. For Flexible Plan Investments, the total advisory fee will not exceed 1.5% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Lake Orion, MI

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History

Regulatory History (2)
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Regulatory
February 2021
Final
Regulatory
May 2020
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Christopher is a partner in Team Renegade, LLC (technology), Cliff Summit, LLC (real estate investment), Sommerset LLC (real estate investment), and Phoenix 4 LLC (real estate investment). He dedicates a few hours per week to Team Renegade, LLC and minimal time to the other three companies.

Employment History
Current Registrations
Sb Advisory, LLC
July 2022 - Present · 3 yrs 9 mos
Previous Registrations
Cg Advisory Services
June 2019 - June 2021 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2009 - July 2019 · 9 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2008 - July 2019 · 10 yrs 8 mos
Citigroup Global Markets INC.Broker
November 2004 - November 2008 · 4 yrs
Wachovia Securities, LLCBroker
August 2003 - November 2004 · 1 yr 3 mos
American Express Financial Advisors INC.Broker
April 2002 - September 2003 · 1 yr 5 mos
Ids Life Insurance CompanyBroker
April 2002 - September 2003 · 1 yr 5 mos
State Registrations1 state
MI
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.