Christensen Capital, LLC

Fee-Only (% of Portfolio)

Christensen Capital, LLC provides investment management services to a private pooled investment vehicle, Target 3 Fund, LP, and separately managed accounts. The firm focuses on value stocks and special situations. Services are tailored to each client's financial and risk profile, with clients able to impose restrictions on investments in separate accounts.

Assets Under Management$71M
Clients30
Advisors2
Avg. per Client$2.4M
Avg. per Advisor$36M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

Christensen Capital manages investments for a private fund and individual accounts.

For the Target 3 Fund, the fee is 0.3% of the fund's value, charged quarterly. Fees are not negotiable.

For separately managed accounts, the fee is a maximum of 0.3% of the account's value, charged quarterly. These fees are negotiable.

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Location

2 Advisors at this firm

Christensen Capital, LLC | TrueAdvisor