Christensen Group Financial offers retirement plan consulting to employee benefit plans and discretionary portfolio management to individuals and high net worth individuals. Financial planning services are also available separately. For individual portfolio management, client assets are invested according to model portfolios developed by an unaffiliated investment manager. Clients can impose restrictions on investing in certain securities.
Assets Under Management$19M
Clients270
Advisors5
Avg. per Client$69K
Avg. per Advisor$3.7M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.75% |
| $250K - $500K | 0.70% |
| $500K - $750K | 0.65% |
| $750K - $1.0M | 0.60% |
| $1.0M - $2.0M | 0.55% |
| $2M+ | 0.50% |
Advisory fee is negotiable, depending on individual client circumstances. Discounts could be offered to family members and friends of associated persons of the firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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