Christina Kramlich is a CFP-designated registered investment advisor at Cantata Wealth Management, LLC, based in Petaluma, CA, with 13 years of industry experience. Christina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 22 clients with $66M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $15.0M | 0.75% |
| $15.0M - $20.0M | 0.65% |
| $20.0M - $25.0M | 0.55% |
| $25M+ | 0.55% |
Fees for assets over $25,000,000 are custom. Minimum assets under management is $2,000,000 and minimum annual fee is $20,000, but these may be waived or negotiated.
Fee Estimator
Contact
Christina Kramlich
Location
Petaluma, CA
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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 →Employment History
Current Registrations
Cantata Wealth Management, LLC
Previous Registrations
Chicory Wealth
Parkside Advisors LLC
Sofi Wealth LLC
Sofi Securities LLCBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Christina received her MBA focused on Finance and Marketing from the Kellogg School of Management at Northwestern University, and her BA in History from Columbia University. In addition to being a member of NAFPA, Christina is a member of the Financial Planning Association. Christina serves on the board of Project Glimmer, a San Francisco based non-profit organization dedicated to supporting at-risk girls and women nationwide through gifting and days of empowerment. In addition, Christina is a member of the Kellogg Alumni Council at Northwestern University and serves on the Audit Committee for Marin Humane. She lives in Petaluma with her husband and two children, and enjoys travel, cooking, and outdoor adventures in her spare time.