Christiansen Asset Management LLC

Christiansen Asset Management, LLC, established in June 1997, offers fee-based investment advisory services specializing in custom portfolio management for individuals and families. The firm focuses on investing in common and preferred stocks, corporate, municipal, and U.S. government bonds, as well as Exchange Traded Funds (ETFs) and mutual funds. Clients' assets are held at online brokerage firms, primarily Charles Schwab, with the advisor receiving limited trading authority. The fee structure includes a quarterly management fee of 0.25% (1% annually) based on the account value, with a minimum annual management fee of $250 and no minimum account size requirement. Clients can have non-discretionary, discretionary, or a combination of both types of accounts. Christiansen Asset Management utilizes various methods of analysis, including charting, fundamental, technical, and cyclical analysis, with information sourced from financial newspapers, magazines, and online platforms. The firm's risk disclosure emphasizes the potential for capital loss in equity and debt investments. The advisor operates as an independent insurance agent, offering insurance products to individuals and small businesses. Christiansen Asset Management follows a customer-first policy, prioritizing clients' interests and recommending investments that the advisor also holds. Account reviews are conducted quarterly, and the firm does not pay for client referrals or receive compensation beyond advisory fees. With 34 active accounts and $4,009,578 assets under management as of December 31, 2023, the firm manages both discretionary and non-discretionary accounts, with all clients granting limited trading authority to the advisor.