Ryan Jordan is a registered investment advisor at Cs Planning CORP, based in Portland, OR, with 10 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,819 clients with $1.3B 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 $1.5M | 1.50% |
| $1.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees negotiable above $10,000,000. Minimum fee: $15,000.00
Fee Estimator
Location
3395 SW Garden View Ave, Portland, OR, 97225
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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 ActivitiesSells Insurance
Ryan is involved in investment and insurance sales and services through Financial Alternatives, dedicating nearly full-time hours. He is also an Investment Advisor Representative and Registered Representative with PlanMember Securities Corporation, and provides investment/retirement planning and advisory products as an IAR through CS Planning Corp DBA Financial Alternatives, taking about half of his time for each.
Employment History
Current Registrations
Cs Planning CORP
Previous Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Foresters Advisory Services, LLC
Foresters Financial Services, INC.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.