Jordan Roman
Jordan Roman is a registered investment advisor at Flexible Plan Investments LTD, based in Bloomfield Hills, MI, with 1 years of industry experience. Jordan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Investment Management, Socially Responsible Investing. Their firm serves 9,144 clients with $1.5B 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 | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.35% |
Rates represent Flexible Plan Investments' retained advisory fee portion. Total advisory fees include an additional flat financial advisor compensation component of up to 1.25%.
Fee Estimator
Location
3883 Telegraph Rd, Ste 100, Bloomfield Hills, MI, 48302-1432
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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
Flexible Plan Investments LTD
Ceros Financial Services, INC.Broker
State Registrations52 states
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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