Bjorn Jordan is a registered investment advisor at Cl Wealth Management LLC, based in Brookhaven, GA, with 25 years of industry experience. Bjorn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 2,168 clients with $730M 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 $100K | 2.25% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
Fees are negotiable for accounts over $2,000,000.
Fee Estimator
Location
Brookhaven, GA
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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 →Other Business Activities
Bjorn owns Bjorn Jordan LLC, which is not investment related, and involves creating and selling artwork at art festivals and potentially online. This takes a few hours per week.
Employment History
Current Registrations
Cl Wealth Management LLC
Cabot Lodge Securities LLC
Cabot Lodge Securities LLCBroker
Previous Registrations
Sandlapper Securities, LLCBroker
Sandlapper Wealth Management, LLC
Colony Park Financial Services LLC.Broker
Western International Securities, INC.Broker
State Registrations51 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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