Jordan Capital AM manages investment portfolios for individual clients through separate accounts, as well as a private pooled investment vehicle known as the JCP Fund. Jordan Capital AM focuses on an income-oriented investment strategy that invests primarily in preferred stocks, high-yield bonds, other debt securities, and higher-yielding common stocks. The firm is led by Vadzim Yazvinski, a Chartered Financial Analyst, and operates primarily out of Atlanta, Georgia. Jordan Capital AM acts with the authority to make trades without asking clients first, and it does not provide comprehensive financial planning or asset allocation advice, requiring clients to determine their own appropriate investment amounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable. The private fund option also charges a 20% performance fee subject to a 5% hurdle rate.