Jordan Lisnock is a registered investment advisor at West Wealth Group, LLC, based in Irvine, CA, with 6 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,273 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
West Wealth Group charges a percentage of your portfolio each year. The fee ranges from 0.75% to 1.50% of the value of your portfolio. The fees may be negotiable based on certain circumstances. Assets managed by third-party money managers are included when calculating West Wealth Group's advisory fee.
Location
2 Park Plaza, Suite 800, Irvine, CA, 92614
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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
West Wealth Group, LLC
Previous Registrations
Pacific Select Distributors, LLCBroker
State Registrations2 states
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