Jordan Acer is a CFP-designated registered investment advisor at Concordia Wealth Planning, LLC, based in Powell, OH, with 9 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 80 clients with $45M 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 $250K | 1.50% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $1.0M | 0.40% |
| $1M+ | 0.30% |
Standalone investment management fees are annualized and based on average daily value, billed in arrears/advance per contract terms. Fees may be negotiable on a client-by-client basis. Investment management as an add-on to planning packages uses a separate flat fee schedule ranging from 0.50% to 0.10%.
Fee Estimator
Location
Powell, OH
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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 →Employment History
Current Registrations
Concordia Wealth Planning, LLC
Previous Registrations
Concordia Puerto Rico, LLC
Nvest Wealth Strategies, INC.
Wealthstone INC
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.
Exams
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