Christopher Pelch is a registered investment advisor at Vance Wealth, based in Santa Clarita, CA, with 11 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 422 clients with $740M 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 $500K | 1.50% |
| $500K - $3.5M | 0.90% |
| $3.5M - $15.0M | 0.50% |
| $15M+ | 0.35% |
Fees may be negotiable. Certain legacy Clients may be subject to fee schedules that differ from the above, not to exceed 2.00% annually.
Fee Estimator
Location
26491 Summit Circle, Santa Clarita, CA, 91350
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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
Vance Wealth
Previous Registrations
Checchi Capital Advisers, LLC
Arbor Court Capital, LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations1 state
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