CC
PFS
CC
PFS

Chad Christensen

27 Years of Experience
Highlands Ranch, CO

Chad Christensen is a PFS-designated registered investment advisor at Semper Augustus Investments Group LLC, based in Highlands Ranch, CO, with 27 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 255 clients with $690M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
255 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$693.0M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$12,500
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

In certain circumstances, the total fee is negotiable. Current client relationships may exist where the fees are higher or lower than the standard fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

200 Plaza Drive Suite 240, Highlands Ranch, CO, 80129

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Semper Augustus Investments Group LLC
November 1998 - Present · 27 yrs 6 mos
State Registrations3 states
COMOTX
Advisor

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.
Chad Christensen - Financial Advisor | TrueAdvisor