Richard Jensen
Richard Jensen is a registered investment advisor at Baker Jensen Investment Advisors, LLC, based in San Juan Capistrano, CA, with 31 years of industry experience. Richard 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. Their firm serves 58 clients with $39M 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 $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K+ | 0.75% |
Fees are negotiable. A quarterly administrative fee of $18.75 also applies. Third-party asset management programs have a separate cumulative fee schedule ranging from 0.40% to 1.00% for Baker Jensen Investment Advisors plus separate manager fees.
Fee Estimator
Location
30448 Rancho Viejo Rd Ste 105, San Juan Capistrano, CA, 92675
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2010Other Business ActivitiesSells Insurance
Richard is an insurance agent and is compensated for insurance sales. This activity takes a few hours per week.
Employment History
Current Registrations
Baker Jensen Investment Advisors, LLC
Previous Registrations
Joseph L. Cannava
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.
Exams
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