Jordan Financial provides portfolio analysis and makes specific securities recommendations based on individual client needs. The firm recommends domestic and international equities, mutual funds, exchange traded funds, bonds, and options. Recommendations consider the client’s age, risk tolerance, income needs, and retirement expectations. All recommendations are reviewed with the client before any trades are made.
Assets Under Management$53M
Clients46
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$53M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $7.0M | 0.75% |
| $7.0M - $12.0M | 0.50% |
| $12M+ | 0.35% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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