Anthony Christensen
Anthony Christensen is a registered investment advisor at Private Client Services, LLC, based in Louisville, KY, with 25 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
4360 Brownsboro Road, Suite 101, Louisville, KY, 40207
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2022Criminal
May 1993Other Business Activities
Anthony provides family office services, manages real estate holding companies, and serves as an advisor and president for Access Wealth Management. He also dedicates minimal time to board positions at various charitable foundations.
Employment History
Current Registrations
Access Wealth Management, LLC
Private Client Services, LLCBroker
Access Wealth Management, INC.
Previous Registrations
Access Wealth Management, INC.
Purshe Kaplan Sterling InvestmentsBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
Arm Securities CorporationBroker
State Registrations18 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.