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Baker Jensen Investment Advisors, LLC (San Juan Capistrano)


Baker Jensen Investment Advisors, LLC is an adviser based in San Juan Capistrano. It manages $34 million of regulatory assets for 85 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of California.

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Baker Jensen Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Baker Jensen Investment Advisors: assets under management

The assets under management (AUM) of Baker Jensen Investment Advisors, LLC is $34 million. The firm's AUM has gone down by -50% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $30.73 million in discretionary accounts and $3.27 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $404.34 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $363.33 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Baker Jensen Investment Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Juan Capistrano

The principal office where Baker Jensen Investment Advisors, LLC performs its advisory services is located at 30448 Rancho Viejo Rd, San Juan Capistrano, CA 92675 1572, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 949-481-1805 or by fax 949-481-1806. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at bakerjensen.com.


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