Jordan Mathews is a registered investment advisor at Ascension Capital Advisors, INC., based in Houston, TX, with 15 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 183 clients with $630M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fee Estimator
Location
4900 Woodway Drive, Suite 1150, Houston, TX, 77056
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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 Activities
Jordan is a board member, vice president, and investment committee member of the D. Truitt and Lorna Davis Foundation, a charitable organization. This requires minimal time each month.
Employment History
Current Registrations
Ascension Capital Advisors, INC.
Previous Registrations
Sage Harbor Advisors, INC.
Trippon Wealth Management Group 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.