Jordan Corey is a CFA-designated registered investment advisor at Scharf Investments, LLC, based in Los Gatos, CA, with 2 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 1,395 clients with $4.2B 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 $3.0M | 1.25% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Rates shown reflect the primary Equity Solution schedule. Multi-Asset Solution is 1.0% up to $3M and 0.75% up to $5M. Fixed Income Solution is 0.5% up to $5M. Balances over $5 million are subject to institutional pricing and are negotiable.
Fee Estimator
Location
16450 Los Gatos Boulevard, Suite 207, Los Gatos, CA, 95032
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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
Scharf Investments, LLC
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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