Clarence Christiansen
Clarence Christiansen is a registered investment advisor at Christiansen Asset Management LLC, based in Mequon, WI, with 27 years of industry experience. Clarence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 16 clients with $5.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Billed quarterly at 0.25% of account value.
Fee Estimator
Location
11512 N Port Washington Rd, Ste 201-L, Mequon, WI, 53092-3453
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
Clarence is an independent health insurance agent.
Employment History
Current Registrations
Christiansen Asset Management LLC
State Registrations1 state
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.