Kathleen Christensen
Kathleen Christensen is a PFS-designated registered investment advisor at Connecticut Wealth Management, LLC, based in Farmington, CT, with 17 years of industry experience. Kathleen 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, Tax Planning. Their firm serves 1,391 clients with $3.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CTWM manages investments for a fee based on the value of your account. The maximum fee is 1.35% per year. This fee is paid quarterly, in advance. The fee may be negotiable.
Location
281 Farmington Avenue, Farmington, CT, 06032-1911
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kathleen serves on the board of directors for the non-profit Bridge Family Center and the CT Women's Council, dedicating a few hours per week to these roles. She is also a membership owner of Ten One Ten, LLC and a trustee for two investment-related trusts, spending minimal time on these activities.
Employment History
Current Registrations
Connecticut Wealth Management, LLC
Previous Registrations
Filomeno Wealth Management, LLC
State Registrations2 states
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