Christensen King & Associates Investment Services manages investment portfolios for individual investors, high net worth individuals, and businesses. Christensen King & Associates Investment Services develops personal investment policies based on each client's goals, time horizons, risk tolerance, and liquidity needs. The firm manages accounts with the authority to make trades without asking first, using a range of investments including exchange-listed securities, mutual funds, exchange-traded funds, corporate debt, and government securities. Christensen King & Associates Investment Services also has an affiliated accounting firm, though clients are not required to use both services.
Assets Under Management$290M
Clients540
Advisors9
Avg. per Client$540K
Avg. per Advisor$33M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$100
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K+ | 0.50% |
Fees may be negotiated in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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