Christine Papelian is a CFP-designated registered investment advisor at Illumination Wealth Management, based in San Diego, CA, with 13 years of industry experience. Christine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 220 clients with $380M 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 $100K | Included |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1000K | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.90% |
Fees are negotiable. Minimum fee of $1,500 applies to accounts under $100,000.
Fee Estimator
Location
11622 El Camino Real, Suite 100, San Diego, CA, 92130
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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
Christine operates under the DBA Jensen, Marks, Langer, and Vance LLC for her LPL business and provides investment advisory services through Sterling Investment Counsel, LLC. Both activities are investment-related and each take nearly full-time hours.
Employment History
Current Registrations
Illumination Wealth Management
Previous Registrations
Sterling Investment Counsel, LLC
LPL Financial LLCBroker
LPL Financial LLC
Redw Wealth LLC
Smarter Financial Solutions
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations1 state
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