Kyle Christensen
Kyle Christensen is a registered investment advisor at Charles Schwab & CO., INC., based in Southlake, TX, with 19 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
3000 Schwab Ln, Southlake, TX, 76092-4805
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Regulatory History
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
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Cetera Advisors LLCBroker
Cetera Investment Services LLCBroker
Ing Financial Partners, INC.Broker
Brookstreet Capital Management
Brookstreet Securities CorporationBroker
State Registrations1 state
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.