Jordan Deboer is a CFP-designated registered investment advisor at Calibration Financial, based in Milaca, MN, with 10 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 5 more. Their firm serves 101 clients with $10M 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 $100K | 1.20% |
| $100K - $500K | 1.05% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.30% |
Fees may vary depending on the nature and complexity of each Client’s circumstances and would generally apply as a set flat fee across all accounts. Total standalone investment management fees for the advisor and third party money manager(s) will not exceed 3% of assets under management per year. For held away asset management via the Pontera platform, the fee will not exceed 1.50% of the separate assets under management.
Fee Estimator
Contact
Jordan Deboer
Location
120 Central Avenue North, Suite A, Milaca, MN, 56353
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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
Calibration Financial
Previous Registrations
Spc
Parkland Securities, LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations5 states
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.
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