BC
BC

Bradley Christensen

19 Years of Experience
Boise, ID
Sells Insurance

Bradley Christensen is a registered investment advisor at Ascent Retirement Advisors, based in Boise, ID, with 19 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 91 clients with $44M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
91 clients
Average Client Portfolio
$483K average
Assets Under Management
$43.9M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable.

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

Location

475 W Main St, Suite 300, Boise, ID, 83702

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 →
Other Business ActivitiesSells Insurance

Bradley is a board member for the Make-A-Wish Foundation and Cicero Corporation, and an individual fixed and insurance producer offering life and annuities through Ascent Retirement Advisors. Each of these activities requires minimal time.

Employment History
Current Registrations
Ascent Retirement Advisors
May 2023 - Present · 3 yrs
Previous Registrations
Townsquare Capital, LLC
March 2018 - June 2023 · 5 yrs 3 mos
Allegis Investment Advisors, LLC
November 2016 - March 2018 · 1 yr 4 mos
Yellowstone Partners
November 2006 - December 2016 · 10 yrs 1 mo
State Registrations1 state
ID
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.