Baker Jensen Investment Advisors offers investment advice and financial planning services. Services include managing investments, working with third-party asset managers, and creating financial plans. The firm gathers client information to recommend suitable portfolios. Financial planning involves data gathering, goal setting, and developing a plan based on a computer model. Clients are not obligated to act on recommendations.
Assets Under Management$36M
Clients56
Advisors1
Avg. per Client$650K
Avg. per Advisor$36M
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Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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