Baker Jensen Investment Advisors, LLC

Baker Jensen Investment Advisors, LLC, established in 1996, is a Registered Investment Advisor based in San Juan Capistrano, CA. Specializing in investment advice and financial planning, the firm offers discretionary asset management, third-party asset management, and financial planning services. Clients' assets are invested based on a Risk Optimized Portfolio Management approach, with portfolios tailored to individual risk tolerance and investment horizons. The firm's investment strategy is rooted in Modern Portfolio Theory, aiming to maximize returns while minimizing risk through diversified stock and bond funds. For clients, the minimum account size is generally $250,000, with fees based on a percentage of assets under management. Portfolio Management fees range from 0.75% to 1.25%, with additional administrative fees. Financial planning services are offered at hourly rates, starting at $150 per hour. Clients are encouraged to review custodial reports to monitor account activity and holdings. The firm does not charge performance fees or engage in soft dollar arrangements. Richard Jensen, the managing member, has a background in economics and over two decades of experience in the financial industry. The firm emphasizes ethical conduct, client confidentiality, and transparency in its operations.