Brandon Jordan is a CFP, ChFC-designated registered investment advisor at Impact Advisors Group, based in Duxbury, MA, with 10 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 98 clients with $76M 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 | 1.15% |
| $250K - $600K | 1.05% |
| $600K - $1.5M | 0.95% |
| $1.5M - $3.5M | 0.85% |
| $3.5M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees are blended across tiers. Fees for accounts over $5,000,000 are negotiable.
Fee Estimator
Contact
Brandon Jordan
Location
Duxbury, MA
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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
Brandon is the CEO of Impact Consulting Group, dedicating about 10-20% of his time to this role. He also works as a Certified Value Growth Advisor (CVGA) and a Certified Exit Planning Advisor (CEPA), assisting small business owners.
Employment History
Current Registrations
Impact Advisors Group
Previous Registrations
Heritage Investors
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations4 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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