Jensen Capital Asset Management provides investment advice and manages portfolios for clients. Jensen Capital Asset Management makes investment decisions for clients, investing in cash, bonds, stocks, exchange-traded funds, and mutual funds. The firm focuses on building client portfolios through individual bonds and equities and cost-effective exchange-traded funds to provide tax efficiency and avoid layering of fees.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fees are negotiable on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...