Assets Under Management
$36.5M
Number of Clients
56
Number of Advisors
1
Average Client AUM
$651K
AUM per Advisor
$36.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Baker Jensen Investment Advisors offers discretionary asset management (Risk Optimize Portfolio Management), third-party asset management, and financial planning services. They analyze client financial situations and recommend standardized portfolios. Fees are based on AUM, hourly rates, or fixed fees.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K+ | 0.75% |
Fees are negotiable.
30448 Rancho Viejo Rd, Suite 105, San Juan Capistrano, CA, 92675-1572