John Christensen is a CFP-designated registered investment advisor at Storyone Family Office, based in Overland Park, KS, with 14 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 104 clients with $140M 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 | 1.35% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $100.0M | 0.30% |
| $100M+ | 0.20% |
Advisory fee is negotiable and will not exceed 1.35%.
Fee Estimator
Location
7501 College Blvd, Suite 120, Overland Park, KS, 66210
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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
Storyone Family Office
Previous Registrations
Keel Point Capital, LLCBroker
Keel Point, LLC
State Registrations1 state
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