Jordan Haines is a CFP-designated registered investment advisor at Drucker Wealth, based in Kuna, ID, with 4 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 4 more. Their firm serves 614 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees generally do not exceed 1.25%, subject to a minimum annual fee of $7,500. Fees are negotiable.
Fee Estimator
Location
Kuna, ID
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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 →Other Business Activities
Jordan is the Director of Customer Success at Elements Technology, Inc., a software firm. This non-investment related activity takes about half of Jordan's time and involves sales.
Employment History
Current Registrations
Drucker Wealth
Previous Registrations
Dentist Advisors
Dentist Advisors
Sound Financial Planning, INC.
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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