Jordan Main
Jordan Main is a registered investment advisor at Foundations Investment Advisors LLC, based in Brighton, MI, with 12 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, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 25,166 clients with $7.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
A $150 annual minimum management fee will be assessed on all accounts. All accounts will also be assessed a $50 annual administrative and technology fee (ATF) at the end of the January billing cycle. The fee schedule may not be the actual fee charged, but the maximum fee charged. Sub-Adviser fees are included in the fee schedule above.
Fee Estimator
Location
1127 S Old Us Hwy 23, Brighton, MI, 48114
Get directionsHistory
Regulatory History (8)
Regulatory
August 2017Regulatory
January 2013Customer Dispute
May 2010Regulatory
November 2008Regulatory
September 2008Customer Dispute
June 2007Customer Dispute
January 2007Employment Separation After Allegations
September 2006Other Business Activities
Jordan works as a tax preparer for Main Financial Group since 2006, dedicating a few hours per week to this activity. Jordan receives no compensation for this work.
Employment History
Current Registrations
Foundations Investment Advisors LLC
Previous Registrations
Gradient Advisors, LLC
Fusion Capital Management
Ae Wealth Management, LLC
Spc
Spc
Sigma Financial CorporationBroker
AXA Advisors, LLCBroker
State Registrations2 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.