CE
CFP
CE
CFP

Christopher Alexander Eagles-Smith

12 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
39 advisors
Number of Clients
2,190 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$4.1B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.15%
$500K - $1.0M0.98%
$1.0M - $2.0M0.93%
$2.0M - $3.0M0.88%
$3.0M - $4.0M0.83%
$4.0M - $5.0M0.78%
$5.0M - $10.0M0.75%
$10.0M - $15.0M0.70%
$15.0M - $20.0M0.65%
$20M+0.60%

Fees are negotiable at the sole discretion of the Adviser.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1255 Treat Boulevard, Suite 900, Walnut Creek, CA, 94597

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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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Employment History
Current Registrations
Destination Wealth Management
July 2015 - Present · 10 yrs 7 mos
Previous Registrations
Polaris Wealth Advisers, LLC
June 2013 - July 2015 · 2 yrs 1 mo
Polaris Equity Management, INC.
June 2013 - July 2015 · 2 yrs 1 mo
State Registrations3 states
AZCATX
Advisor
Exams
No exam information available for this advisor.
Christopher Alexander Eagles-smith - Financial Advisor | TrueAdvisor