Dustan Christensen
Dustan Christensen is a registered investment advisor at Api Financial Advisors, LLC, based in Palm Harbor, FL, with 1 years of industry experience. Dustan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 227 clients with $85M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Management fee is negotiable and no more than 1.95% annually. Clients also pay a 0.10% asset-based fee for trading costs.
Fee Estimator
Location
214 Arbor Glen Drive., Palm Harbor, FL, 34683
Get directionsHistory
Regulatory History (1)
Financial
September 2023Other Business ActivitiesSells Insurance
Dustan provides financial and insurance services through Back40 Financial, dedicating full-time hours to this endeavor. He also works as an operations consultant for Pes-One, an employee benefit solutions company, spending about a quarter of his time on this role.
Employment History
Current Registrations
Api Financial Advisors, LLC
Previous Registrations
Regal Investment Advisors LLC
State Registrations1 state
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.
Exams
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