CW
CFP
CW
CFP

Christine White

11 Years of Experience
Los Gatos, CA

Christine White is a CFP-designated registered investment advisor at Libra Wealth LLC, based in Los Gatos, CA, with 11 years of industry experience. Christine 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 120 clients with $470M in assets under management.

Compensation
Fixed/Hourly
Firm Size
4 advisors
Number of Clients
120 clients
Average Client Portfolio
$3.9M average
Assets Under Management
$473.7M

Fee Structure

Libra Wealth offers investment management services for a fixed annual fee, determined on a case-by-case basis, ranging from $3,000 to $15,000. The fee depends on the complexity of your financial situation, the amount you invest, and the estimated time involved. Fees may be negotiable.

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Location

16185 Los Gatos Blvd, Suite 205, Los Gatos, CA, 95032

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Libra Wealth LLC
January 2024 - Present · 2 yrs 3 mos
Previous Registrations
Gill Capital Partners
May 2021 - January 2024 · 2 yrs 8 mos
Gill Capital Partners, LLCBroker
May 2021 - January 2024 · 2 yrs 8 mos
Townsend
January 2016 - November 2021 · 5 yrs 10 mos
Securities America, INC.Broker
January 2016 - April 2021 · 5 yrs 3 mos
Hornor, Townsend & Kent, INC.
March 2015 - January 2016 · 10 mos
Hornor, Townsend & Kent, INC.Broker
December 2014 - January 2016 · 1 yr 1 mo
State Registrations1 state
CO
Advisor

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
No exam information available for this advisor.