Jens Jensen is a registered investment advisor at Accuvest Global Advisors, INC., based in Provo, UT, with 4 years of industry experience. Jens operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 45 clients with $940M 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 $1.0M | 2.00% |
| $1M+ | 2.00% |
Fees are negotiable over $1,000,000. Institutional rates are lower: 1.50% on the first $1,000,000, 1.25% on the next $1,000,000 to $2,500,000, and 1.00% on the next $2,500,000 to $5,000,000. Fees are negotiable over $5,000,000.
Fee Estimator
Location
3575 N. 100 E., Suite 350, Provo, UT, 84604
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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
Jens is an analyst for MIG Inc., which provides software, back office, and accounting support to companies. He is expected to spend minimal time in this role.
Employment History
Current Registrations
Accuvest Global Advisors, INC.
State Registrations2 states
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