Randall Jensen
Randall Jensen is a CFP-designated registered investment advisor at Nabity-Jensen Investment Management, INC., based in Omaha, NE, with 24 years of industry experience. Randall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 92 clients with $260M 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 - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are not normally negotiable, but alternative arrangements might be made for accounts outside the customary balanced accounts. Exceptions to the standard fee schedule may include large accounts, charitable and non-profit accounts, clients who began a business relationship with Nabity-Jensen under our prior fee schedule, accounts of current and former employees of Nabity-Jensen and its advisory affiliates, accounts with the potential for additional account deposits, and accounts of family members of current clients may be negotiated on a case-by-case basis.
Fee Estimator
Location
9802 Nicholas St., Suite 105, Omaha, NE, 68114
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Nabity-Jensen Investment Management, INC.
State Registrations3 states
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