David Jordan
David Jordan is a CFA-designated registered investment advisor at Trail Ridge Investment Advisors, LLC, based in Fort Collins, CO, with 7 years of industry experience. David 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 230 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Trail Ridge Investment Advisors (TRIA) charges a fee based on the value of your portfolio. The fee varies depending on whether the portfolio includes options, excludes options, or is for trusts where Trail Ridge Trust Company, LLC is a trustee. There are different fee schedules for each approach.
For portfolios with options, there is a $5,000 minimum annual fee and a $700,000 minimum equity portfolio.
For portfolios without options, there is a $2,000 minimum annual fee and a $200,000 minimum account size.
For Trailhead Financial Advisory Service, accounts up to $120,000 are included in the base fee. Amounts over $120,000 are charged a separate fee.
Location
2020 Caribou Drive, Suite 102, Fort Collins, CO, 80525
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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.
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David is a trustee for the University of Colorado Foundation and a member of the Investment Committee of Fort Lewis College, spending minimal time on each. He also works as a Wilderness Experience driver for the Broadmoor Hotel on weekends.
Employment History
Current Registrations
Trail Ridge Investment Advisors, 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.