Andrew Jensen is a registered investment advisor at Wfa of San Diego, based in San Diego, CA, with 5 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 171 clients with $180M 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $6.0M | 0.60% |
| $6M+ | 0.40% |
Fee schedule shown is for Equity & Balanced Accounts. Conservative accounts have lower fees. Certain clients pay fees according to a fee schedule previously used by the Adviser that may differ from the above schedule. The above stated fee schedule is not inclusive of any additional fees that would be charged by any affiliated or unaffiliated sub-advisor.
Fee Estimator
Location
2251 San Diego Ave., Suite B-257, San Diego, CA, 92110
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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 →Employment History
Current Registrations
Zermatt Wealth Partners
Wfa of San Diego
Previous Registrations
Zermatt Wealth Partners
Wfa of San Diego
State Registrations1 state
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