Larry R. Christenson, acting as a solicitor for Joseph Grace, does not charge a fee for introducing clients to other Investment Advisors. He is compensated directly by those advisors, as detailed in the solicitor's disclosure document. Clients will sign an agreement with the other Investment Advisor, whose ADV Part 2 outlines their advisory services and fees.
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Get directionsLarry is the president of Christenson Investment Partners, a third-party marketing firm for institutional investment managers, since 2004. He dedicates about a quarter of his time to this role, coordinating and introducing marketing services to institutional investors and their consultants.