Channel Wealth, LLC

Channel Wealth, LLC is a registered investment advisor established in 2019 and headquartered in Santa Barbara, CA. The firm specializes in offering discretionary investment management, non-discretionary and investment advisory services, financial planning, and consulting. Channel Wealth manages approximately $876,983,002 in assets for clients on a discretionary and non-discretionary basis. The firm utilizes fundamental, cyclical, charting, and technical analysis for selecting securities and offers a variety of investment strategies, including diversification, tactical asset allocation, and cash as a strategic asset. Clients have the option to receive account reviews annually and can choose to work with third-party money managers or Sub-Advisors. Channel Wealth charges fees based on assets under management, with annual fees up to 2.0% and a maximum advisory fee of 1% annually for Brokerage Customers. The firm does not charge performance-based fees, requires no minimum initial investment, and does not engage in proxy voting or class action lawsuits on behalf of clients. Channel Wealth does not have any financial conditions that may impair its ability to meet contractual commitments.