Christopher Akamine is a CFP-designated registered investment advisor at Cerity Partners Retirement Plan Consultants, based in Mill Valley, CA, with 17 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 622 clients with $19B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
81 advisors
Number of Clients
622 clients
Average Client Portfolio
$30.5M average
Assets Under Management
$19.0B

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$15,000

RPC charges a fee based on the size of the retirement plan's assets, up to 1.00% annually, or a fixed fee based on the scope of the engagement. The minimum annual fee is $15,000. Fees are negotiable and may be reduced or waived at RPC's discretion. These fees do not include charges from record keepers, administrators, custodians, or brokers.

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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.

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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 · 4 yrs 1 mo
Cerity Partners LLC
January 2022 - Present · 4 yrs 3 mos
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

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.