Jordan Lindsay
Jordan Lindsay is a registered investment advisor at Statera Wealth Management, based in St. George, UT, 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, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 205 clients with $150M 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 $250K | 1.65% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.20% |
| $1.0M - $2.5M | 0.95% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
The annual fee is negotiable. Sub-advisor fees range from 0.04% to 0.19% and are inclusive of the total fee disclosed.
Fee Estimator
Location
912 W. 1600 S., St. B201, St. George, UT, 84770
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 is an insurance agent with Statera Financial LLC since October 2024, selling insurance products and spending about 10-20% of their time on it. Jordan also co-owns a soda shop franchise called FIIZ Drinks with their spouse since 2018, dedicating about half their time to it, but none during trading hours.
Employment History
Current Registrations
Statera Wealth Management
Previous Registrations
Trek Financial
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, 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.