Michael Jordan is a registered investment advisor at Traynor Capital Management, based in Malvern, PA, with 38 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 1,590 clients with $2.4B 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 | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable based on client objectives, related family accounts, total assets managed, and investment strategies employed. Fees for amounts over $5,000,000 are negotiable.
Fee Estimator
Location
418 E King St, Malvern, PA, 19355
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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 →Employment History
Current Registrations
Traynor Capital Management
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Pacific Select Distributors, LLCBroker
Mfs Fund Distributors, INC.Broker
Delaware Distributors, L.P.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Blinder, Robinson & Co.,inc.Broker
State Registrations1 state
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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