Jordan Eagle
Jordan Eagle is a CFP-designated registered investment advisor at Eagle Wealth Management Group INC., based in Valencia, CA, 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 Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 453 clients with $360M 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 $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
Fees may be negotiable. A minimum fee of $1,000 ($250/quarter) is charged for clients with $100,000 or less of investable assets.
Fee Estimator
Location
28212 Kelly Johnson Parkway, Suite 175, Valencia, CA, 91355
Get directionsHistory
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 ActivitiesSells Insurance
Jordan is involved in several business activities, including Eagle Retirement Plans, Eagle Wealth Insurance Agency (selling insurance products), Eagle Wealth Management Group, and Eagle 1031 Exchange LLC. Jordan also has a public speaking business, Adult Financial Education Services, where he speaks at seminars on various financial topics.
Employment History
Current Registrations
Eagle Wealth Management Group INC.
Concorde Investment Services, LLCBroker
Previous Registrations
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
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.