Baker Jensen Investment Advisors provides personalized investment management and portfolio services for individuals, retirement plans, trusts, estates, and businesses. Operating as Sportfishing Financial Group, the firm builds customized portfolios using Modern Portfolio Theory to help clients match their risk tolerance and time horizon, utilizing mutual funds and third-party managers. The firm is owned and managed by Richard Jensen and is located in San Clemente, California.
Assets Under Management$39M
Clients58
Advisors1
Avg. per Client$670K
Avg. per Advisor$39M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K+ | 0.75% |
Fees are negotiable. A quarterly administrative fee of $18.75 also applies. Third-party asset management programs have a separate cumulative fee schedule ranging from 0.40% to 1.00% for Baker Jensen Investment Advisors plus separate manager fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...