Jordan Jewell is a CFP-designated registered investment advisor at Cresset Asset Management, LLC, based in Houston, TX, with 7 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 4,911 clients with $79B 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 $5.0M | 1.25% |
| $5.0M - $10.0M | 1.10% |
| $10.0M - $25.0M | 0.90% |
| $25.0M - $50.0M | 0.80% |
| $50M+ | 0.70% |
Firm offers both a Top-Tier fee schedule and a Waterfall fee schedule. The schedule above reflects the Top-Tier rates; the Waterfall schedule rates are 1.25% up to $5M, 0.90% from $5M-$10M, 0.80% from $10M-$25M, 0.70% from $25M-$50M, and 0.60% for $50M+. Fees are subject to a minimum annual fee of the lesser of $25,000 or 2.00% of managed assets. Fees are negotiable.
Fee Estimator
Location
2001 Kirby Dr, Suite 400, Houston, TX, 77019
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cresset Asset Management, LLC
Previous Registrations
Sanford C. Bernstein & CO., LLCBroker
Alliancebernstein L.P.
Manske Wealth Management, LLC
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.
Exams
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