Jordan Young is a registered investment advisor at Fireside Capital Advisors, based in Dallas, TX. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 140 clients with $240M 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 | 0.60% |
| $5.0M - $20.0M | 0.40% |
| $20M+ | 0.40% |
Fees are negotiable for assets over $20,000,000. Portfolios with a total value of less than $1,000,000 across all household accounts combined may be charged a flat rate of 1.5%.
Fee Estimator
Location
Dallas, TX
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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 →Employment History
Current Registrations
Fireside Capital Advisors
State Registrations1 state
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