CA
CFP
CA
CFP

Christopher K I Akamine

17 Years of Experience
Areas of Practice
Retirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
73 advisors
Number of Clients
622 clients
Average Client Portfolio
$30.5M average
Assets Under Management
$19.0B

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$15,000
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Location

100 Shoreline Highway, Suite B-101, Mill Valley, CA, 94941

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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

Christopher is a finance committee member for the College of Marin Foundation, reviewing investments and grants, and spends minimal time on this. He also serves on the finance committee for the Novato Chamber of Commerce, reviewing the financial budget and making recommendations, dedicating minimal time to this role.

Employment History
Current Registrations
Cerity Partners Retirement Plan Consultants
March 2022 - Present · 3 yrs 11 mos
Cerity Partners LLC
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
Brouwer & Janachowski, LLC
May 2011 - January 2022 · 10 yrs 8 mos
Morgan Stanley & CO., Incorporated
April 2007 - March 2008 · 11 mos
Morgan Stanley
March 2005 - April 2007 · 2 yrs 1 mo
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.
Christopher K I Akamine - Financial Advisor | TrueAdvisor