Jordan Smith is a CFP-designated registered investment advisor at Sound Stewardship, LLC, based in Overland Park, KS. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 7 more. Their firm serves 190 clients with $280M in assets under management.
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Fee Structure
Sound Stewardship manages your investment portfolio as part of the Annual Planning Relationship. Investment management fees are bundled into your overall annual fee, which is based on your total net wealth rather than the size of your investment portfolio alone. For example, a client with a net wealth of $1,000,000 pays an initial annual fee of $8,500, and $7,500 in subsequent renewal years. Rates scale upward based on net wealth. There are no separate percentage-of-assets fees for managing investments.
Location
9101 W. 110th St., Suite 150, Overland Park, KS, 66210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sound Stewardship, LLC
State Registrations2 states
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