Mark Jordan
Mark Jordan is a registered investment advisor at Familywealth, based in Panama City Beach, FL, with 41 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 407 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.45% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Retail clients are typically charged 1.45% (up to 2.00% for certain strategies). Institutional fee schedule shown starts at $500,000. Additional platform fees (0.05% to 0.30%) and separate account manager fees (0.10% to 0.35%) may apply.
Fee Estimator
Location
Panama City Beach, FL
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark is the president of Capital Strategies, where he receives IAR and securities payments, and also engages in non-brokerage mergers and acquisitions, dedicating a few hours per week and about a quarter of his time, respectively. He also introduces clients and provides investment advice for FamilyWealth Advisers, LLC, spending minimal time, and is a managing principal at Vercor, focusing on mergers and acquisitions for a few hours per week. Mark also receives minimal insurance income from renewals.
Employment History
Current Registrations
Familywealth
Ventoux Securities, LLCBroker
Previous Registrations
Advisersource.com
Jolliffe Capital, INC.
Evolve Securities, INC.Broker
Afs Investment Advisors, INC.
Afs Brokerage, INC.Broker
Mid Atlantic Financial Management, INC.
Mid Atlantic Capital CorporationBroker
London Pacific Securities, INC.Broker
MML Investors Services, INC.Broker
Pml Securities CompanyBroker
MML Investors Services, INC.Broker
Capital Analysts, IncorporatedBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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