SJ
SJ

Scott Jensen

1 Year of Experience
Denver, CO

Scott Jensen is a registered investment advisor at G&s Capital LLC, based in Denver, CO, with 1 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 402 clients with $390M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
402 clients
Average Client Portfolio
$968K average
Assets Under Management
$389.0M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.40%
$500K - $1000K1.30%
$1.0M - $2.0M1.10%
$2.0M - $5.0M0.90%
$5.0M - $10.0M0.80%
$10.0M - $25.0M0.60%
$25M+0.60%

The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. The fee for accounts over $25,000,000 is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7887 E. Belleview Ave., Suite 1225, Denver, CO, 80111

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Scott is the owner and manager of Red Ivy Capital, LLC, an investment partnership, dedicating a few hours per week. He also owns Kramer & Jensen, LLC, an accounting firm, spending minimal time on it.

Employment History
Current Registrations
G&s Capital LLC
December 2024 - Present · 1 yr 4 mos
State Registrations2 states
COTX
Advisor

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
No exam information available for this advisor.
Scott Jensen - Financial Advisor | TrueAdvisor