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Jordan Allred

1 Year of Experience
South Jordan, UT

Jordan Allred is a registered investment advisor at Ignite Planners LLC, based in South Jordan, UT, with 1 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,610 clients with $1.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
4,610 clients
Average Client Portfolio
$247K average
Assets Under Management
$1.1B

Fee Structure

Investment management only (planning not offered)

Ignite Planners charges a maximum of 2.00% annually for asset management services. The specific fee will be outlined in the advisory agreement. Fees are negotiable and are typically deducted from client accounts quarterly in advance or arrears. Ignite Planners also recommends private fund investments, which have separate management fees and performance-based allocations.

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Location

10757 S Riverfront PKWY, Suite 125, South Jordan, UT, 84009

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Ignite Planners LLC
October 2024 - Present · 1 yr 7 mos
State Registrations2 states
CAUT
Advisor

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
No exam information available for this advisor.
Jordan Allred - Financial Advisor | TrueAdvisor