Jordan Vlastuin
Jordan Vlastuin is a CFP-designated registered investment advisor at Make the Memory Financial Planning, based in Burglengenfeld, with 4 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, Investment Management, Retirement Planning. Their firm serves 38 clients with $8.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MMFP offers investment management services for a fee. You can choose to pay either a percentage of your portfolio's value or a fixed fee. The percentage-based fee will not exceed 1.50% annually. If you choose the fixed-fee option, it typically ranges from $3,000 to $25,000 per year, depending on the complexity of your situation. Fees are billed in advance at the beginning of each quarter.
Location
Burglengenfeld
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Make the Memory Financial Planning
Previous Registrations
Facet Wealth, INC
Heritage Wealth Architects, LLC
State Registrations1 state
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