Jordan Daugherty is a CFA-designated registered investment advisor at Fsa Wealth Partners, based in Rockville, MD, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 698 clients with $820M 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 $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees are negotiable based on anticipated future asset additions, complexity, and portfolio size. Accounts under $400,000 are subject to a $5,000 minimum annual fee.
Fee Estimator
Location
One Church Street, Suite 901, Rockville, MD, 20850
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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
Fsa Wealth Partners
Previous Registrations
Campbell Wealth Management, INC.
Madison Avenue Securities, LLCBroker
H. Beck, INC.
H. Beck, INC.Broker
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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