Christian Classen is a registered investment advisor at 402 Financial, based in Lincoln, NE, with 5 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 24 clients with $11M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
For 401(k) accounts, the fees are lower: $0 - $500,000: 1.00%, $500,001 - $1,000,000: 0.75%, $1,000,001 - $5,000,000: 0.65%, $5,000,001 - $10,000,000: 0.60%, $10,000,000 and Above: 0.55%. Fixed income and money market fund accounts incur a flat fee of 0.40%.
Fee Estimator
Location
Lincoln, NE
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
402 Financial
Previous Registrations
Plan a Wealth, LLC
State Registrations1 state
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