Elyse Jensen
Elyse Jensen is a CFP, ChFC-designated registered investment advisor at Azure Wealth Management, based in Saint Paul, MN, with 12 years of industry experience. Elyse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 105 clients with $31M 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 $1000K | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be discounted for aggregated accounts within the same family. Should investment objectives be substantially different for any two or more household accounts, requiring different investment approaches or operational requirements, fee schedules may be separately applied.
Fee Estimator
Location
223 Walnut Street, Saint Paul, MN, 55102
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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 ActivitiesSells Insurance
Elyse is an insurance agent with Azure Risk Management, LLC, representing unaffiliated issuers. This activity may involve about 10-20% of her time each month, including during market hours.
Employment History
Current Registrations
Azure Wealth Management
Previous Registrations
NFP Securities, INC.
Northwestern Mutual Investment Services,llc
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.