Erik Jensen is a CFP-designated registered investment advisor at United Capital Financial Advisors, based in Palm Desert, CA, with 36 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 22,832 clients with $17B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Fees are negotiable. United Capital can charge a tiered rate or a flat dollar fee instead of a flat percentage fee for the annual fee.
Fee Estimator
Location
36921 Cook St Ste 101, Palm Desert, CA, 92211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Erik is a trustee at TSTES FBO Erik and Anna Jensen Revocable TST, a real estate trust, since 2013. He spends minimal time on the general management of the property.
Employment History
Current Registrations
United Capital Financial Advisors
Previous Registrations
Cetera Advisor Networks LLCBroker
Girard Securities, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Aig Financial Advisors, INC.Broker
Jensen Wealth Advisors
Sunamerica Securities, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
G. R. Phelps & CO., INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.