| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.35% |
| $25M+ | 0.20% |
Account size may be negotiable under certain circumstances. Discounts may be offered to family members and friends of associated persons of our firm.
1601 South Mo Pac Expressway, Suite 125D, Austin, TX, 78746
Get directionsNo 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 →Jordan is an independent licensed insurance agent since 2019, though not actively utilizing the license. The license is investment-related and based in Austin, TX.