Stace Jensen
Stace Jensen is a registered investment advisor at Ip Financial Advisory Services LLC, based in No Lehi, UT, with 24 years of industry experience. Stace is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 2,001 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 3.00% |
| $250K+ | 2.00% |
Maximum annual fee is up to 3% and is negotiable. Alternatively, third-party investment programs range from 2.20% down to 1.40%.
Fee Estimator
Location
No Lehi, UT
Get directionsHistory
Regulatory History (1)
Criminal
February 1990Other Business ActivitiesSells Insurance
Stace is an agent/broker offering accident and health insurance, disability insurance, fixed annuities, P&C insurance, fixed life insurance, and long-term care insurance through Stace Jensen, Inc. Stace Jensen & Associates is a DBA used for website and branding purposes.
Employment History
Current Registrations
Ip Financial Advisory Services LLC
Innovation Partners LLC
Innovation Partners LLCBroker
Previous Registrations
Ip Financial Advisory Services LLC
Innovation Partners LLC
Girard Securities, INC.
Girard Securities, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Cue Financial Group, INC.
Cue Financial Group, INC.Broker
United Planners' Financial Services of America a Limited PartnerBroker
State Registrations6 states
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.