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, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 837 clients with $670M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Drucker Wealth's asset management fees generally do not exceed 1.25% annually. However, there is a $6,000 minimum annual fee, which may result in fees exceeding 1.25% for smaller accounts. Fees are charged quarterly in advance based on the market value of the assets on the last day of the previous quarter.
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.