Christiansen Asset Management offers custom portfolio management to individuals and their families. The firm primarily invests in publicly traded stocks, bonds, certificates of deposit, exchange traded funds, and publicly traded mutual funds. Investment accounts managed include individual, joint, and retirement accounts.
Assets Under Management$5.4M
Clients16
Advisors1
Avg. per Client$340K
Avg. per Advisor$5.4M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$250
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Billed quarterly at 0.25% of account value.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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