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Christian Ravsten

17 Years of Experience
Centennial, CO
Sells Insurance

Christian Ravsten is a registered investment advisor at Foxstone Financial, based in Centennial, CO, with 17 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 497 clients with $59M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
497 clients
Average Client Portfolio
$119K average
Assets Under Management
$58.9M

Fee Structure

Investment management only (planning not offered)

Foxstone Financial charges an annual management fee based on the value of your investments. The fee ranges from 0.50% to 2.50% and is negotiable based on the size of your account. If Foxstone Financial recommends investment strategists through Charles Schwab, the total maximum annual management fee will be 1.00% to 3.00%. If they recommend SEI Investments, the annual management fee for SEI ranges between 0.10% to 1.25%, and the total maximum annual management fee will be 2.50%.

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Location

7200 S Alton Way, Suite A-250, Centennial, CO, 80112

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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.

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Other Business ActivitiesSells Insurance

Christian is the Chief Investment Officer at Retirement Planning Resources, focusing on non-variable insurance, dedicating minimal time. He is also a part owner of Vanir Tax and Capital LLC, focusing on tax reduction planning, dedicating a few hours per week.

Employment History
Current Registrations
Foxstone Financial
January 2017 - Present · 9 yrs 4 mos
Previous Registrations
LPL Financial LLC
December 2009 - December 2016 · 7 yrs
LPL Financial LLCBroker
December 2008 - December 2016 · 8 yrs
Securities America, INC.Broker
April 2008 - December 2008 · 8 mos
State Registrations6 states
AZCACOIDTXUT
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.
Christian Ravsten - Financial Advisor | TrueAdvisor