Matthew Jensen
Matthew Jensen is a registered investment advisor at US Capital Global Wealth Management, LLC, based in Lake Forest, CA, with 6 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 50 clients with $25M 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 | 1.80% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.25% |
Financial Planning services are included in the above fees. Different fee structures may be available upon request. US Capital will not enter into a contract that will charge an asset-based fee of more than 3% annually.
Fee Estimator
Location
Lake Forest, CA
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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
US Capital Global Wealth Management, LLC
Previous Registrations
Cutler Investment Group
Helium Advisors LLC
Highline Wealth Partners
Hcr Wealth Advisors
State Registrations1 state
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