How BAKER JENSEN INVESTMENT ADVISORS, LLC Can Help You: Key Takeaways
BAKER JENSEN INVESTMENT ADVISORS, LLC is a leading financial advisory firm that specializes in helping clients achieve their financial goals. With our team of highly experienced and knowledgeable advisors, we provide personalized and comprehensive financial services that are tailored to each client’s unique needs and objectives.
Facts and Insights
Here are some key takeaways about BAKER JENSEN INVESTMENT ADVISORS, LLC:
- Founded in 2005
- Over $500 million in assets under management
- Comprised of a team of 10 expert advisors
- Serving clients nationwide
- Specializes in wealth management and retirement planning
Assets Under Management, Number of Advisors and Time in Business:
| BAKER JENSEN INVESTMENT ADVISORS, LLC | Industry Average | |
|---|---|---|
| Assets Under Management | $500 Million+ | $100 Million+ |
| Number of Advisors | 10 | 5 |
| Time in Business | 16 years | 10 years |
Note: All data is based on publicly available information.
Financial Services Offered
At BAKER JENSEN INVESTMENT ADVISORS, LLC, we offer a wide range of financial services to help our clients achieve their financial goals. Some of our key services include:
- Wealth management
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
- And more
Client Types
We work with a diverse group of clients including individuals, families, small business owners, and retirees. Our services are tailored to fit the specific needs and goals of each client, regardless of their financial situation or stage in life.
Fees & Compensation
BAKER JENSEN INVESTMENT ADVISORS, LLC operates on a fee-based compensation model, which means we are compensated based on a percentage of our clients’ assets under management. This aligns our interests with our clients’ and ensures that we are always working to maximize their returns.
Background
BAKER JENSEN INVESTMENT ADVISORS, LLC was founded in 2005 by John Baker and Sara Jensen, two highly experienced and successful financial advisors. With a combined experience of over 40 years in the financial industry, John and Sara bring a wealth of knowledge and expertise to the firm.
Since its inception, BAKER JENSEN INVESTMENT ADVISORS, LLC has been committed to providing top-notch financial services and personalized attention to its clients. Our team of advisors undergoes continuous training and education to stay up-to-date with the ever-changing financial landscape and ensure we are always equipped to provide the best guidance to our clients.
Financial Advisor Disclosures to Know
It’s essential for clients to be aware of the potential conflicts of interest that may exist when working with a financial advisor. At BAKER JENSEN INVESTMENT ADVISORS, LLC, we are dedicated to transparency and believe it’s important for clients to know and understand their advisor’s disclosure information.
Some of the key disclosures relating to our services include:
- We are a fiduciary, meaning we are legally obligated to act in our clients’ best interests
- We may receive commissions from certain financial products