Jordan Celeste is a registered investment advisor at Integrated Wealthcare, LLC, based in Winter Park, FL. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 131 clients with $140M 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 | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable and may differ from client to client.
Fee Estimator
Location
Winter Park, FL
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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
Integrated Wealthcare, LLC
State Registrations1 state
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