Daniel Christenson is a registered investment advisor at Sandbox Financial Partners, LLC, based in Bethesda, MD, with 7 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 526 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sandbox Financial charges a percentage of your portfolio annually, ranging from 0.50% to 1.50%. The fee is based on the value of your portfolio at the end of the previous quarter and is paid in advance each quarter. Fees may be negotiable. If Sandbox Financial recommends an independent manager, the total fee will not exceed 2.00% annually.
Location
6903 Rockledge Drive, Suite 300, Bethesda, MD, 20817
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sandbox Financial Partners, LLC
Previous Registrations
Kelly Financial Services LLC
State Registrations2 states
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