Christensen King & Associates Investment Services manages investment portfolios based on each client's individual needs and goals. They work with individuals, high net worth individuals, and businesses. They create a personal investment policy for each client based on their objectives, time horizon, risk tolerance, and liquidity needs. They manage accounts on a discretionary basis, meaning they make trades without asking for permission each time.
Assets Under Management$270M
Clients583
Advisors9
Avg. per Client$470K
Avg. per Advisor$30M
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 negotiable. Discounts may be offered to family members and friends of associated persons of the firm.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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