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Anton Christianson

Cherry Tree Wealth Management, LLC
29 Years of Experience
Minnetonka, MN
1 DisclosureBroker
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Anton Christianson is a registered investment advisor at Cherry Tree Wealth Management, LLC, based in Minnetonka, MN, with 29 years of industry experience. Anton is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 334 clients with $670M in assets under management.

Cherry Tree Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
9 advisors
Number of Clients
334 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$673.5M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $3.0M0.80%
$3.0M - $4.0M0.75%
$4.0M - $5.0M0.70%
$5.0M - $6.0M0.65%
$6.0M - $7.0M0.60%
$7.0M - $10.0M0.55%
$10.0M - $15.0M0.50%
$15.0M - $20.0M0.45%
$20.0M - $25.0M0.40%
$25.0M - $40.0M0.35%
$40M+0.32%

Fees are negotiable based on client complexity, account composition, and related accounts. Discounts may be offered to family members and friends of associated persons.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

301 Carlson Parkway, Suite 103, Minnetonka, MN, 55305

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History

Regulatory History (1)
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Regulatory
August 1989
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Anton is a director of one public company (Titan Machinery Inc.) and nine private companies, including Cherry Tree Wealth Management LLC (an SEC registered investment advisor). He is also a co-trustee for a family trust.

Employment History
Current Registrations
Cherry Tree Wealth Management, LLC
January 2014 - Present · 12 yrs 9 mos
Cherry Tree & Associates, LLCBroker
January 2002 - Present · 24 yrs 9 mos
Previous Registrations
Alnair Securities IncorporatedBroker
March 1985 - September 1989 · 4 yrs 6 mos
State Registrations1 state
MN
AdvisorBrokerBoth

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.
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