Jordan Schrage is a registered investment advisor at Li Wealth Management INC, based in Melville, NY, 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 Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 24 clients with $230K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual advisory fee will not exceed 1.00%. The fee is negotiable.
Fee Estimator
Location
1 Huntington Quadrangle, Melville, NY, 11747
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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 →Other Business Activities
Jordan is a CPA/Partner at F and S CPAs LLP, an accounting firm, providing accounting and tax preparation services since January 2022. This takes nearly full-time, with the majority of time spent during trading hours.
Employment History
Current Registrations
Li Wealth Management INC
State Registrations1 state
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.