Joshua Johnson is a registered investment advisor at Christensen Group Financial, LLC, based in San Antonio, TX, with 9 years of industry experience. Joshua 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
700 E. Sonterra Blvd, Suite 1218, San Antonio, TX, 78258
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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
Christensen Group Financial, LLC
Previous Registrations
World Investment Advisors, LLC
Pensionmark Securities, LLCBroker
Securian Financial Services, INC.Broker
AXA Advisors, 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.