Advisor at Accuvest Global Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Accuvest Global Advisors, Inc.
Location
Provo, UT 84604
Credentials
Series 65
Industry experience
4 years
Jens Jensen is a financial advisor with Accuvest Global Advisors, Inc. He holds a Series 65 designation and has four years of industry experience. Prior to joining Accuvest in 2020, he worked at Guidehouse LLP and held positions at Tufts University and Georgetown University. Outside of his advisory role, he serves as an analyst for MIG Inc., a software and accounting support company. Accuvest Global Advisors provides investment advisory services to individual and institutional clients, including high-net-worth individuals, trusts, pension plans, and investment funds. The firm offers a range of services such as asset management, consulting, and sub-advisory programs, using both fundamental and technical analysis to tailor portfolios with various strategies and regular reviews.
Based on Accuvest Global Advisors, Inc.
Based on Accuvest Global Advisors, Inc.
Consulting fees generally have a minimum fee of $25,000 per engagement; research fees are charged on an annual flat fee basis, negotiable case-by-case.
$0 - $1,000,000: 1.50% $1,000,000 - $2,500,000: 1.25% $2,500,000 - $5,000,000: 1.00% $5,000,000+: Negotiable $0 - $1,000,000: 2.00% $1,000,000+: Negotiable
Performance fees charged quarterly, capped so total fees do not exceed 3.0% of AUM per annum, applicable only to qualified clients with at least $1,000,000 under management or $2,000,000 net worth; currently no clients with performance fees.
Consulting fees may be charged as one-time or annual retainer fees; research fees charged on an annual flat fee basis.
3575 N. 100 E., Suite 350
Provo, UT 84604
California · Utah
Accuvest Global Advisors
2020 - Present (6 years)
Guidehouse LLP
2019 - 2020 (1 year)
Tufts University
2017 - 2019 (2 years)
Georgetown University
2016 - 2017 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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