Jordan Braithwaite is a registered investment advisor at Buttonwood Wealth, based in Winchester, VA, with 10 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 406 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Buttonwood Wealth offers portfolio management through two platforms:
- Wrap Fee Program: A single, bundled fee covers portfolio management, custodial services, and transaction costs. The exact fee is negotiable, but will not exceed 1.50% annually.
- Betterment Platform: The advisory fee is 0.50% of the value of your account annually. Betterment also charges a platform fee of 0.25%.
Location
27 West Boscawen Street, Winchester, VA, 22601
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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 works as an Operations Assistant at Wiseman Wealth, handling portfolio management and client service. This investment-related activity takes nearly full-time hours.
Employment History
Current Registrations
Buttonwood Wealth
Previous Registrations
Wiseman & Associates Wealth Management
State Registrations1 state
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