Anthony Adams
Anthony Adams is a registered investment advisor at Christensen, King & Associates Investment Services, INC., based in Richland, WA, with 6 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 583 clients with $270M 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 | 1.00% |
| $250K+ | 0.50% |
Fees may be negotiable. Discounts may be offered to family members and friends of associated persons of the firm.
Fee Estimator
Location
1334 Jadwin Avenue, Richland, WA, 99354
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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 →Other Business Activities
Anthony is a full-time Certified Public Accountant at Christensen King PC since 2014. His time is split between his CPA work and investment activities.
Employment History
Current Registrations
Christensen, King & Associates Investment Services, INC.
State Registrations1 state
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