Jordan Linn
Jordan Linn is a registered investment advisor at One Wealth Investors, based in Boca Raton, FL, with 29 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 127 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
One Wealth Management charges an annual fee based on the amount of assets they manage for you, ranging from 0.40% to 1.50%. The exact fee is agreed upon in your advisory agreement and may be negotiable. Fees are deducted monthly from your account. For assets invested in a Crystal Fund, the annual fee is 1.00%, charged quarterly. The total blended fee, including One Wealth Management's fee and any independent manager's or platform's fee, will not exceed 2.50% annually.
Location
1489 W Palmetto Park Road, Suite 500, Boca Raton, FL, 33486
Get directionsHistory
Regulatory History (3)
Regulatory
January 2014Regulatory
December 2011Employment Separation After Allegations
September 2010Other Business ActivitiesSells Insurance
Jordan is an owner and licensed insurance broker/agent at One Wealth Insurance Brokerage Services, LLC since 2018. Jordan spends a few hours per week selling insurance products.
Employment History
Current Registrations
One Wealth Investors
Previous Registrations
Argentus Securities, LLCBroker
Argentus Advisors, LLC
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
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.