Jordan Hejna is a registered investment advisor at Lakeport Advisors, LLC, based in Tabor, SD. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1M+ | 0.65% |
Fees apply to Tier 1 Wealth Management Services. Tier 2 rates are 1.10% on the first $1 million and 0.95% on amounts over $1 million. Fees may be negotiable at the advisor's discretion.
Fee Estimator
Location
Tabor, SD
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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
Lakeport Advisors, LLC
State Registrations1 state
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