Steven Christensen
Steven Christensen is a registered investment advisor at Liberty Wealth Management, LLC, based in Oakland, CA, with 19 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,441 clients with $1.5B 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees are negotiable under certain circumstances. LWM also offers a directly held mutual fund program through American Funds with fees ranging from 0.50% to 1.25%.
Fee Estimator
Location
411 30th Street, 2nd Floor, Oakland, CA, 94609
Get directionsHistory
Regulatory History (1)
Criminal
November 2013Other Business ActivitiesSells Insurance
Steven is an insurance agent for Lifetime Planning Marketing, Inc., an insurance field marketing association, since 2020. He dedicates minimal time to selling insurance and annuities.
Employment History
Current Registrations
Liberty Wealth Management, LLC
Previous Registrations
Ae Financial Services, LLCBroker
Liberty Group, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Mission Creek Capital Partners, INC.
Fisher Investments
Alpha Cubed Investments, LLC
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Scottrade, INC.Broker
State Registrations3 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.