CC
CC
Christopher Casanega
12 Years of Experience
El Segundo, CA
1 Disclosure
Christopher Casanega is a registered investment advisor at Sharper & Granite LLC, based in El Segundo, CA, with 12 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 131 clients with $320M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
131 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$318.3M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.80% |
| $200K - $400K | 1.70% |
| $400K - $800K | 1.60% |
| $800K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $3.0M | 1.30% |
| $3.0M - $4.5M | 1.00% |
| $4.5M+ | 1.00% |
Fees are negotiable for accounts over $4,500,001. "Fixed Income" or "Principal Preservation" portfolios may be offered at lower rates.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
400 Continental Plaza, Suite 600, El Segundo, CA, 90245
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Regulatory History (1)
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Regulatory
August 2007Pending
Employment History
Current Registrations
Sharper & Granite LLC
February 2014 - Present · 12 yrs 2 mos
State Registrations1 state
CA
Advisor
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Exams
No exam information available for this advisor.