Erik Jensen is a registered investment advisor at Filice Retirement Services, based in San Jose, CA, with 28 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Filice Retirement Services provides investment advice to retirement plans, and fees are based on the value of the plan's assets. The fees are negotiable and may vary based on the services provided, the duration, and the size of the client.
- First $2,000,000: Minimum of $3,000, not to exceed 1% after the minimum is met.
- Next $3,000,000: Not to exceed 0.5%
- Next $10,000,000: Not to exceed 0.25%
- Over $15,000,000: Varies by services offered
Location
1762 Technology Drive, Suite 226, San Jose, CA, 95110
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Erik is a registered investment advisor with Filice Retirement Services, spending about half his time there. He also co-owns B&R Properties, LLC, a real estate rental business, dedicating about half his time, including minimal time during trading hours.
Employment History
Current Registrations
Filice Retirement Services
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Woodbury Financial Services, INC.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Lifemark Securities CORP.Broker
One Orchard Equities, INC.Broker
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.