Areas of Practice
Financial Planning & CoachingRetirement PlanningEducation PlanningInsurance PlanningTax PlanningEstate PlanningInvestment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
442 clients
Average Client Portfolio
$619K average
Assets Under Management
$273.7M
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.55% |
| $6.0M - $10.0M | 0.25% |
| $10M+ | 0.10% |
Fees are negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Daphne Lenore Jordan
Location
800 W 5th St Unit 100-B, Austin, TX, 78703
Get directionsHistory
Regulatory History
Clean regulatory record
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
Daphne is the owner of The Blossom Box LLC, a floral arranging business. This activity is not investment-related.
Employment History
Current Registrations
Pioneer Wealth Management Group
November 2017 - Present · 8 yrs 3 mos
Previous Registrations
Austin Asset
July 2015 - October 2017 · 2 yrs 3 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Additional Information
Did you know that a goal without a plan is just a wish?
Contact
Daphne Lenore Jordan