Jon Christensen is a registered investment advisor at Christensen Capital, LLC, based in Slater, IA, with 27 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 30 clients with $71M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Christensen Capital manages investments for a private fund and individual accounts.
For the Target 3 Fund, the fee is 0.3% of the fund's value, charged quarterly. Fees are not negotiable.
For separately managed accounts, the fee is a maximum of 0.3% of the account's value, charged quarterly. These fees are negotiable.
Location
Slater, IA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Christensen Capital, LLC
Previous Registrations
Christensen Capital, LLC
State Registrations2 states
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