Angela Sleight is a CFP-designated registered investment advisor at Jordan Wealth Management, based in Pocatello, ID, with 21 years of industry experience. Angela 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, Tax Planning. Their firm serves 425 clients with $73M 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 $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.50% |
Fees are payable quarterly in advance. Alternative fees may be negotiated.
Fee Estimator
Location
109 N. Arthur, Suite 400, Pocatello, ID, 83204
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Angela is a Principal/CPA & CFP at Jordan & Company, an accounting firm, since 1995. She dedicates full-time hours to tax preparation, financial statement preparation, and financial planning.
Employment History
Current Registrations
Jordan Wealth Management
State Registrations1 state
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Exams
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