Christopher Harless
Christopher Harless is a registered investment advisor at St. Bernard Financial Services, INC., based in Santa Barbara, CA, with 18 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 841 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5 million.
Fee Estimator
Location
24 E. Cota Street, Suite 200, Santa Barbara, CA, 93101
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Christopher is a partner at A New Level Strategies LLC, focusing on portfolio management, dedicating nearly full-time hours to this role. He also owns Canopy Wealth Strategies, LLC, formed for tax purposes with minimal time commitment.
Employment History
Current Registrations
St. Bernard Financial Services, INC.Broker
St. Bernard Financial Services, INC.
World Investment Advisors, LLC
Previous Registrations
Pensionmark Securities, LLCBroker
Capfinancial Securities, LLC.Broker
Pks Advisory Services, LLC
Purshe Kaplan Sterling InvestmentsBroker
Advisoralliance, LLC
State Registrations2 states
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