Andrew Jensen is a registered investment advisor at Zermatt Wealth Partners, 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, Investment Management, Retirement Planning. Their firm serves 211 clients with $160M 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 |
|---|---|
| Any | 3.00% |
Fees range from 0.80% to 3.0% annually for discretionary accounts and 0.80% to 2.5% for non-discretionary accounts, inclusive of a technology platform fee up to 0.25%. Fees are negotiable.
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
Zermatt Wealth Advisors
Previous Registrations
Zermatt Wealth Partners
Wfa of San Diego
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.
Exams
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