Advisor at Blom Levy & Co., LLC
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Firm
Blom Levy & Co., LLC
Location
Santa Barbara, CA
Credentials
Series 66
Industry experience
16 years
Kristian Blom is a financial advisor at Blom Levy & Co., LLC with 16 years of industry experience. He has been with the firm since its founding in 2011. Outside of advisory work, he assists with CFO duties on an uncompensated basis for a local construction company. Blom Levy & Co. serves individual clients and families, focusing on helping women build and maintain financial independence. The firm offers integrated wealth management and financial planning, constructing personalized portfolios based on household balance sheets and cash flow analysis, with a non-discretionary management approach.
Based on Blom Levy & Co., LLC
Based on Blom Levy & Co., LLC
Flat fee for integrated wealth management, financial, estate, and tax planning services
Minimum fee: $2,000 per quarter ($8,000 annually) minimum fee Fee-only: Flat fee payable quarterly or annually in arrears; fees are not deducted from accounts
Santa Barbara, CA
California
Blom Levy & Co., LLC
2011 - Present (15 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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