Jordan Alvarez
Jordan Alvarez is a registered investment advisor at Connected Financial Strategies LLC, based in Allendale, MI, 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 Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may be negotiable. The total blended fee, including CFS’s fee and the Independent Manager’s fee, will not exceed 2.00% annually.
Fee Estimator
Location
Allendale, MI
Get directionsHistory
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 ActivitiesSells Insurance
Jordan coaches wrestling at Jenison Public Schools, dedicating about 10-20% of their time. Jordan also owns an insurance brokering business and operates under the DBA name of Connected Financial Strategies, LLC, selling New York Life products and brokering non-registered insurance products.
Employment History
Current Registrations
Connected Financial Strategies LLC
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
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.