Jordan Castleton is a registered investment advisor at Riley S. Crosbie Advisory, LLC DBA Crosbie Financial, based in Providence, UT. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 88 clients with $100M 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 $2.0M | 1.50% |
| $2.0M - $3.0M | 1.33% |
| $3.0M - $5.0M | 1.20% |
| $5.0M - $7.0M | 1.00% |
| $7.0M - $10.0M | 0.85% |
| $10M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Location
Providence, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Riley S. Crosbie Advisory, LLC DBA Crosbie Financial
State Registrations1 state
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