Reagan Meyer is a registered investment advisor at Jordan Park Group LLC, based in New York City, NY, with 2 years of industry experience. Reagan 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 8 more. Their firm serves 229 clients with $23B 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 | 0.75% |
Blended annual advisory fees typically range from 0.30% to 0.75% based on the total value of managed assets. Fees are negotiable and may vary based on portfolio size, service complexity, and family office services.
Fee Estimator
Location
1 World Trade Center, Suite 86A, New York City, NY, 10007
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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
Jordan Park Group LLC
Previous Registrations
Goldman Sachs & CO. LLCBroker
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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