Joshua Jenson
Joshua Jenson is a CFP-designated registered investment advisor at One Life Financial Group, INC., based in White Bear Lake, MN, with 8 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 200 clients with $120M 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 | 1.49% |
| $100K - $350K | 1.30% |
| $350K - $850K | 0.98% |
| $850K - $1.9M | 0.90% |
| $1.9M - $3.4M | 0.80% |
| $3.4M - $5.3M | 0.70% |
| $5.3M - $8.3M | 0.48% |
| $8.3M - $13.3M | 0.38% |
| $13.3M - $23.4M | 0.30% |
| $23.4M+ | 0.18% |
Rates reflect typical annual fees. Maximum fee rates reach up to 3.00% for lower tiers and scale down to 0.99% for assets over $23,350,000. Fees are negotiable.
Fee Estimator
Location
White Bear Lake, MN
Get directionsHistory
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 Registrations2 states
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
More Advisors
- Mark Miller, CFPLPL Financial LLC
- Joshua Debilzan, CFPAmeriprise Financial Services, LLC
- Jesse Johnson, ChFCState Farm Investment Management CORP.
- Tyler Antony, ChFCState Farm Investment Management CORP.
- Kathleen Liiste, CFPLions Gate Sovereign Capital, LLC
- Thomas Thompson, ChFCThompson Financial Transitions INC.