JC
CFA
JC
CFA

Joseph Haywood Chrisman

14 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
197 clients
Average Client Portfolio
$13.1M average
Assets Under Management
$2.6B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$85,000
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Location

1230 Rosecrans Avenue, Suite 425, Manhattan Beach, CA, 90266

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Joseph is a member of Libretto, LLC, providing software and strategy improvements, dedicating minimal time. He is also President & Secretary of Jolt C. Inc., an S-Corp holding his financial interests, dedicating minimal time.

Employment History
Current Registrations
Monograph Wealth Advisors, LLC
February 2016 - Present · 10 yrs
Previous Registrations
Lourdmurray
June 2010 - July 2015 · 5 yrs 1 mo
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Joseph Haywood Chrisman - Financial Advisor | TrueAdvisor