Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.55% |
Fees are negotiable on a case-by-case basis. Some accounts of former employees, their spouses, children, and relatives that are managed by Jensen are given a lower annual fee than the standard fees set forth above. The fees vary by client.
Fee Estimator
Location
5500 Meadows Road, Suite 200, Lake Oswego, OR, 97035-3623
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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
Phillip is the Director of Sales at Jensen Investment Management, leading institutional sales and client service efforts. This is investment-related and takes nearly full-time, with no work during trading hours.
Employment History
Current Registrations
Jensen Investment Management INC.
Quasar Distributors, LLC
Quasar Distributors, LLCBroker
Previous Registrations
Thornburg Investment Management INC
Thornburg Securities CorporationBroker
Mbsc Securities CorporationBroker
Foreside Fund Services, LLCBroker
Funds Distributor, LLCBroker
State Registrations51 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.