Cristian Mundy is a registered investment advisor at Life Line Wealth Management LLC, based in Beverly Hills, CA, with 15 years of industry experience. Cristian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 100 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The standard annual fee for investment management services is 1.0% of total assets under management. However, based on the size, scope, and complexity of the client’s needs and circumstances, this annual fee may be negotiated 0.5% higher or lower than the standard.
Fee Estimator
Location
8447 Wilshire Boulevard, Suite 200, Beverly Hills, CA, 90211
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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.
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Cristian owns a short-term rental property in Indio, California, dedicating minimal time to it. He also coaches basketball for kids at the Hollywood Recreation Center, spending a few hours per week on this activity.
Employment History
Current Registrations
Life Line Wealth Management LLC
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
State Registrations1 state
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