Jordan Goldstein
Jordan Goldstein is a registered investment advisor at 1st Financial Investment, INC., based in Clark'S Summit, PA, with 9 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 16 clients with $780K 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 $25K | 3.00% |
| $25K - $100K | 2.75% |
| $100K - $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $1000K | 2.00% |
| $1.0M - $2.5M | 1.75% |
| $2.5M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10.0M - $20.0M | 1.00% |
| $20M+ | 1.00% |
Fees are negotiable for accounts over $20,000,000.
Fee Estimator
Location
116 North State Street, 1st Floor, Clark'S Summit, PA, 18411-1056
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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 a board member at 1st Financial Investments, Inc. and a CPA & IT Auditor Manager at Clarivate, Inc.
Employment History
Current Registrations
1st Financial Investment, INC.
State Registrations1 state
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