AC
CFP
AC
CFP

Andrew Scott Christensen

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
259 advisors
Number of Clients
12,315 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$29.1B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.25%
$2M+1.00%

Clients are charged a minimum Asset Management fee of $2,500 per quarter ($10,000 annually).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$10,000
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Location

1875 Century Park East, Suite 950, Los Angeles, CA, 90067

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Andrew works as a chauffeur/resort driver in the greater San Diego area for Fairmont Raffles International Hotel since April 2024. This takes about 10-20% of Andrew's time, but no time on trade days.

Employment History
Current Registrations
Lido
March 2025 - Present · 11 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.