Richard Allen Jensen

Baker Jensen Investment Advisors, LLC

30 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching

Baker Jensen Investment Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

1 advisor

Number of Clients

56 clients

Average Client Portfolio

$651K average

Assets Under Management

$36.5M

Fee Structure

Minimum Investment:$250K

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	1.25%
$250K - $500K	1.00%
$500K+	0.75%

Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

30448 Rancho Viejo Rd Ste 105, San Juan Capistrano, CA, 92675

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

February 2010

Closed-No Action

View Full SEC Report How to Read Disclosures

Other 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

August 1995 - Present · 30 yrs 6 mos

Previous Registrations

Joseph L. Cannava

October 2007 - July 2011 · 3 yrs 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.