Steven Jorgenson
Steven Jorgenson is a registered investment advisor at Fifth Point Advisors LLC, based in Ettrick, WI, with 9 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $1.4M 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 $1000K | 2.00% |
| $1M+ | 1.00% |
Fee Estimator
Location
Ettrick, WI
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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 ActivitiesSells Insurance
Steven is a portfolio manager, trustee, director, and treasurer for various organizations, including Woodridge Capital LP, Acorn Irrevocable Trust, Heartland Mutual Insurance, and French Creek Lutheran Church Foundation. He is also the founder and principal of Starbridge Venture Capital LLC, dedicating about half of his time during trading hours and additional time outside trading hours to this venture.
Employment History
Current Registrations
Fifth Point Advisors LLC
State Registrations1 state
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