Jon Smith is a registered investment advisor at Christensen Capital, LLC, based in Dallas, TX, with 28 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
Dallas, TX
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Regulatory History (1)
Customer Dispute
March 2001Employment History
Current Registrations
Christensen Capital, LLC
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations2 states
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.