Anton Christianson
Anton Christianson is a registered investment advisor at Cherry Tree Wealth Management, LLC, based in Minnetonka, MN, with 28 years of industry experience. Anton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 326 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $6.0M | 0.65% |
| $6.0M - $7.0M | 0.60% |
| $7.0M - $10.0M | 0.55% |
| $10.0M - $15.0M | 0.50% |
| $15.0M - $20.0M | 0.45% |
| $20.0M - $25.0M | 0.40% |
| $25.0M - $40.0M | 0.35% |
| $40M+ | 0.32% |
Fees may be negotiable. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Location
301 Carlson Parkway, Suite 103, Minnetonka, MN, 55305
Get directionsHistory
Regulatory History (1)
Regulatory
August 1989Other Business Activities
Anton is a director of one public company (Titan Machinery Inc.) and nine private companies, including Cherry Tree Wealth Management LLC (an SEC registered investment advisor). He is also a co-trustee for a family trust.
Employment History
Current Registrations
Cherry Tree Wealth Management, LLC
Cherry Tree & Associates, LLCBroker
Previous Registrations
Alnair Securities IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.