Jordan Fraser is a registered investment advisor at Faircourt Partners, LLC, based in Lake Bluff, IL, with 6 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 85 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Faircourt Partners charges a percentage of your portfolio annually for wealth management services. The specific fee is negotiable and can range from 0.25% to 0.50% per year, depending on factors like the size of your account and the complexity of the services provided. Fees are billed quarterly in advance.
Location
10 E. Scranton Ave, Suite 203B, Lake Bluff, IL, 60044
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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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Jordan is a relationship manager with Longwall Partners Fund, LTD, an offshore fund of hedge funds, since June 2022. He spends a few hours per week on marketing and operations for this activity, both during and outside of trading hours.
Employment History
Current Registrations
Faircourt Partners, LLC
Previous Registrations
Longwall Family Office
Praxia Financial Services, LLC
Cherry Investment Advisors, LTD.
Makati Capital Management, 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.