Cristina Perez is a CFP-designated registered investment advisor at Mindful Millions Management PLLC, based in San Diego, CA, with 7 years of industry experience. Cristina 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.50% |
| $15.0M - $20.0M | 0.25% |
| $20M+ | 0.20% |
Fee Estimator
Location
1650 Garnet Avenue, #1090, San Diego, CA, 92109
Get directionsHistory
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 ActivitiesSells Insurance
Cristina is a licensed insurance agent since 2021, but is not actively selling insurance products. Cristina also works as an independent contractor providing paraplanning services, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Mindful Millions Management PLLC
Nectarine
Previous Registrations
Bayntree Wealth Advisors, LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations2 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.