Anthony Christensen
Anthony Christensen is a CFP, ChFC-designated registered investment advisor at Statera Wealth Management, based in St. George, UT, with 16 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 205 clients with $150M 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 $250K | 1.65% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.20% |
| $1.0M - $2.5M | 0.95% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
The annual fee is negotiable. Sub-advisor fees range from 0.04% to 0.19% and are inclusive of the total fee disclosed.
Fee Estimator
Location
912 W. 1600 S., St. B201, St. George, UT, 84770
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Anthony is the owner and insurance agent at Statera Financial LLC, selling insurance products and dedicating about 10-20% of his time. He also owns rental properties through HC Holdings and FSC Properties, LLC, spending minimal time on these activities.
Employment History
Current Registrations
Statera Wealth Management
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Trek Financial
World Equity Group, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations2 states
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.