Jensen Investment Management INC.
Assets Under Management
$11.2B
Number of Clients
431
Number of Advisors
6
Avg. Portfolio per Client
$26.1M
Avg. Managed per Advisor
$1.9B
Compensation
Fee-Only (% of Portfolio)
About This Firm
Jensen Investment Management provides investment management services to individuals, pension plans, foundations, endowments, and other businesses. Jensen offers three main investment strategies: Quality Growth, Global Quality Growth, and Quality Mid Cap. Jensen also manages mutual funds and an exchange-traded fund. Jensen's investment approach focuses on companies with a history of high returns on shareholder equity.
Fee Structure
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
Areas of Practice
Location
5500 Meadows Road, Suite 200, Lake Oswego, OR, 97035-3623