CB
CB

Christie Nichole Behunin

8 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
65 advisors
Number of Clients
4,499 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$8.4B

Fee Structure

Minimum Investment:$750K
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Location

20 North Main, Suite 400, St. George, UT, 84770

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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

Christie is involved in several non-investment related activities. She processes payroll and tax filings for RLK COM LLC, taking about 10-20% of her time, and anticipates transitioning out of this role soon. Christie also works as an eating disorder consultant (minimal time) and a triathlon coach (a few hours per week).

Employment History
Current Registrations
Soltis Investment Advisors, LLC
September 2017 - Present · 8 yrs 5 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.