Jordan Pfister is a registered investment advisor at Pathway Financial Advisers, LLC, based in Auburn, IN, 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 Charitable Giving, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 766 clients with $440M 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 | 0.80% |
| $500K - $1.0M | 0.60% |
| $1.0M - $2.0M | 0.40% |
| $2M+ | 0.20% |
Fees may be negotiable. At account inception or large infusion of capital: Hourly Fee $150 for due diligence, portfolio design/implementation, account setup, and managing transfers.
Fee Estimator
Location
4571 County Road 35, Auburn, IN, 46706
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jordan is a 50% partner in Post and Miller, Inc., an accounting and tax practice, dedicating significantly more than full-time hours. Jordan also owns Pfister Investments, LLC, a commercial rental building, and holds a 25% ownership in Invexus Property Management and Invexus Capital, spending minimal time on each.
Employment History
Current Registrations
Pathway Financial Advisers, LLC
State Registrations1 state
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