Joshua Jenson
Joshua Jenson is a CFP-designated registered investment advisor at One Life Financial Group, INC., based in White Bear Lake, MN, with 7 years of industry experience. Joshua 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 4 more. Their firm serves 117 clients with $99M 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 $100K | 3.00% |
| $100K - $350K | 3.00% |
| $350K - $850K | 3.00% |
| $850K - $1.9M | 2.49% |
| $1.9M - $3.4M | 1.49% |
| $3.4M - $5.3M | 1.39% |
| $5.4M - $8.3M | 1.29% |
| $8.4M - $13.3M | 1.19% |
| $13.4M - $23.4M | 1.09% |
| $23.4M+ | 0.99% |
The annual fee may be negotiable and is often below the MAXIMUM annual fee noted above. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
White Bear Lake, MN
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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 Activities
Joshua is the owner/consultant of Jenson Consulting, providing accounting, project management, and technology systems consulting for small businesses since 2016. He spends a few hours per week on this activity.
Employment History
Current Registrations
One Life Financial Group, INC.
State Registrations3 states
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