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CFP
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CFP

Jordan Fischer

Regal Investment Advisors LLC
9 Years of Experience
Kentwood, MI
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Jordan Fischer is a CFP-designated registered investment advisor at Regal Investment Advisors LLC, based in Kentwood, MI, with 9 years of industry experience. Jordan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 8,302 clients with $2.9B in assets under management.

Regal Investment Advisors LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
119 advisors
Number of Clients
8,302 clients
Average Client Portfolio
$347K average
Assets Under Management
$2.9B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees typically range from 0.30% to 1.00% per annum depending on account value and strategy composition. Fees and payment arrangements are negotiable on a case-by-case basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2687 44th Street Se, Kentwood, MI, 49512

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History

Regulatory History (1)
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Criminal
February 2011
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jordan is appointed with outside carriers to broker non-registered insurance products, earning commissions. This activity requires minimal time each month.

Employment History
Current Registrations
Regal Investment Advisors LLC
September 2020 - Present · 6 yrs 1 mo
Regulus Financial Group, LLCBroker
November 2018 - Present · 7 yrs 11 mos
Previous Registrations
Nylife Securities LLCBroker
September 2017 - November 2018 · 1 yr 2 mos
Principal Securities, INC.
September 2016 - November 2016 · 2 mos
Principal Securities, INC.Broker
July 2016 - November 2016 · 4 mos
State Registrations1 state
MI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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