Jordan Roberts
Jordan Roberts is a registered investment advisor at The Fiduciary Alliance, based in Greenville, SC, with 6 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, High Net Worth, and 3 more. Their firm serves 8,964 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fiduciary Alliance charges a percentage of the value of your portfolio, up to 2.00% per year. This fee is negotiable. The fee is calculated and paid quarterly, in advance. In addition, for certain alternative investments, Fiduciary Alliance may receive up to 25% of the profits above a certain return threshold. All clients engaging in Investment Management Services must either engage in Comprehensive Financial Planning or meet a $150,000 minimum of assets under management.
Location
135 S Main St, Suite 600, Greenville, SC, 29601
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2020Other Business Activities
Jordan works as an attorney, drafting simple wills and assisting small non-profit corporations. Jordan also advises young dental students and associates on starting and improving their dental practices, dedicating a few hours per week to this activity.
Employment History
Current Registrations
The Fiduciary Alliance
Previous Registrations
UBS Financial Services INC.
UBS 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.