Spencer Rose
Spencer Rose is a registered investment advisor at Christensen Group Financial, LLC, based in Eden Prairie, MN, with 11 years of industry experience. Spencer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 270 clients with $19M 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 | 0.75% |
| $250K - $500K | 0.70% |
| $500K - $750K | 0.65% |
| $750K - $1.0M | 0.60% |
| $1.0M - $2.0M | 0.55% |
| $2M+ | 0.50% |
Advisory fee is negotiable, depending on individual client circumstances. Discounts could be offered to family members and friends of associated persons of the firm.
Fee Estimator
Location
9855 West 78th Street, Suite 100, Eden Prairie, MN, 55344
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
Spencer owns real estate as a landlord/property owner since 2018, dedicating about 10-20% of his time to this activity. He is also an independent insurance agent.
Employment History
Current Registrations
Christensen Group Financial, LLC
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
State Registrations2 states
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