MD
MD
Areas of Practice
Investment Management
Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
431 clients
Average Client Portfolio
$26.1M average
Assets Under Management
$11.2B
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.55% |
Fees are negotiable on a case-by-case basis. Some accounts of former employees, their spouses, children, and relatives that are managed by Jensen are given a lower annual fee than the standard fees set forth above. The fees vary by client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
5500 Meadows Road, Suite 200, Lake Oswego, OR, 97035-3623
Get directionsHistory
Regulatory History (2)
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Financial
April 2017Final
Civil Bond
January 2015Employment History
Current Registrations
Jensen Investment Management INC.
December 2021 - Present · 4 yrs 3 mos
State Registrations1 state
OR
Advisor
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Exams
No exam information available for this advisor.