Baker Jensen Investment Advisors, LLC
Assets Under Management
$36.5M
Number of Clients
56
Number of Advisors
1
Average Client AUM
$651K
AUM per Advisor
$36.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Baker Jensen Investment Advisors, LLC offers discretionary asset management, third-party asset management, and financial planning services. They customize portfolios based on client risk tolerance and investment time horizon, primarily using no-load mutual funds. Financial planning includes data gathering, goal setting, and plan development.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K+ | 0.75% |
Fees are negotiable.
Fee Estimator
For portfolio management, fees are based on a percentage of assets under management, as detailed in the fee schedule. For example, the first $250,000 is charged 1.25%. There is also a quarterly administrative fee of $18.75. Third-party asset management fees are cumulative, including both BJIA's fee and the separate account manager's fee. Financial planning is billed hourly, generally at $150 per hour, but not exceeding $250 per hour, with a minimum fee of $250. Fees are negotiable.
Areas of Practice
Location
30448 Rancho Viejo Rd, Suite 105, San Juan Capistrano, CA, 92675-1572