Jordan Mueller is a registered investment advisor at Modern Asset Management LLC, based in Columbus, NE, with 11 years of industry experience. 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, Retirement Planning. Their firm serves 273 clients with $30M 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 $200K | 1.85% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Location
1365 24th Avenue, Suite 100, Columbus, NE, 68601-1065
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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 is involved in several businesses, including agricultural consulting, real estate rental/waste water hauling, a full-service hotel, crop production/land ownership, a bank, and a tax/payroll/bookkeeping firm. He dedicates about a quarter of his time to the tax/payroll/bookkeeping firm, and minimal time to the other ventures.
Employment History
Current Registrations
Modern Asset Management LLC
State Registrations2 states
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