Christa Whitman is a registered investment advisor at Preisz Financial, based in Portland, OR, with 4 years of industry experience. Christa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 347 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Preisz Financial offers investment management through several LPL Financial programs:
- Strategic Wealth Management (SWM): Fees range from 0.40% to 1.50% depending on the amount you invest. All transaction charges are included.
- Guided Wealth Portfolios (GWP): A flat advisory fee of 0.45% plus a 0.35% platform fee. There is also a $20/year small account fee for accounts under $10,000.
- Model Wealth Portfolios (MWP): Fees range from 0.5% to 1.80% depending on the amount you invest. This includes Preisz Financial's advisory fee and LPL's program fee.
For restricted accounts managed by Symmetry Partners, fees range from 0.45% to 0.90% depending on the amount you invest. This includes Symmetry's sub-advisor fee and Preisz Financial's advisory fee.
Location
4525 SW Condor Ave, Portland, OR, 97239
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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
Christa operates Preisz Financial as a DBA for her LPL business. This activity is investment-related and occurs at her reported business location.
Employment History
Current Registrations
Preisz Financial
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Raymond James Financial Services, INC.Broker
Park Avenue Securities LLCBroker
Ameriprise Financial Services, LLCBroker
State Registrations1 state
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.