Heath Jensen is a registered investment advisor at Azure Wealth Management, based in Saint Paul, MN, with 9 years of industry experience. Heath 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.
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Heath is a Certified Public Accountant providing accounting services, dedicating about 10-20% of his time to this. He also works as the Director of Audit for Andersen Corporation, a window and door manufacturer, spending nearly full-time hours on this role.
Employment History
Current Registrations
Azure Wealth Management
State Registrations1 state
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