BJ
BJ

Bruce Jensen

36 Years of Experience
New York, NY

Bruce Jensen is a registered investment advisor at Boyar Asset Management, INC., based in New York, NY, with 36 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 229 clients with $230M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
229 clients
Average Client Portfolio
$986K average
Assets Under Management
$225.8M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

32 West 39th Street, 9th Floor, New York, NY, 10018

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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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Employment History
Current Registrations
Boyar Asset Management, INC.
June 2021 - Present · 4 yrs 10 mos
Previous Registrations
Elevage Partners, LLC
September 2019 - February 2020 · 5 mos
Mid Atlantic Capital CorporationBroker
March 2016 - September 2016 · 6 mos
Strategy Asset Managers L.L.C.
January 2016 - February 2019 · 3 yrs 1 mo
Holly Street Wealth Advisors
April 2015 - January 2019 · 3 yrs 9 mos
Elevage Partners, LLC
April 2013 - April 2015 · 2 yrs
Morgan Stanley Smith Barney LLC
March 2011 - September 2012 · 1 yr 6 mos
Morgan Stanley Smith BarneyBroker
February 2011 - September 2012 · 1 yr 7 mos
Osprey Partners Investment Management, LLC
December 1998 - December 2008 · 10 yrs
Mfr Securities, INC.Broker
July 1994 - May 1999 · 4 yrs 10 mos
Pilgrim Distributors CORP.Broker
December 1986 - December 1992 · 6 yrs
Lexington Management CorporationBroker
November 1983 - October 1986 · 2 yrs 11 mos
State Registrations2 states
NJNY
Advisor

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.

Exams
No exam information available for this advisor.
Bruce Jensen - Financial Advisor | TrueAdvisor