Scott Jensen is a CFP-designated registered investment advisor at Savvy, based in Blaine, MN, with 11 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, High Net Worth, and 4 more. Their firm serves 1,207 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Savvy Advisors charges a percentage of your managed assets. These fees are negotiable and typically range from 0.3% to 1.9% per year, depending on the size and complexity of your account. Fees are billed either quarterly or monthly, in arrears or in advance. Savvy generally requires a $500,000 minimum account size, but this is negotiable. In some cases, investment management fees will be based on a percentage of the client’s net worth, ranging between 0.1% and 0.4%. Clients may be charged an additional fee for direct indexing and covered calls strategies.
Contact
Scott Jensen
Location
9298 Central Ave, Suite 400, Blaine, MN, 55449
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Scott owns Sunset Homes, a personal rental property, since 2016, dedicating a few hours per week. He is also a co-founder and instructor at Real Estate Financial Coach, LLC, providing continuing education for financial advisors, also dedicating a few hours per week.
Employment History
Current Registrations
Savvy
Renovate Financial Planning
Previous Registrations
Advisornet Wealth Management
State Registrations2 states
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.
Exams