Jordan Park Group offers customized investment and financial advisory services primarily to high-net-worth individuals, families, trusts, estates, and charitable organizations. Founded in 2017 and based in San Francisco, New York, and Portsmouth, the firm manages portfolios on a discretionary basis using a mix of third-party separate accounts, exchange-traded funds, mutual funds, and proprietary pooled investment vehicles. Jordan Park works closely with clients to develop tailored asset allocation strategies, incorporate environmental, social, and governance preferences, and provide comprehensive family office services such as cash flow analysis, tax planning coordination, and wealth transfer strategies. The firm also coordinates with affiliated entities, including a trust company and a broker-dealer, to offer specialized services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Blended annual advisory fees typically range from 0.30% to 0.75% based on the total value of managed assets. Fees are negotiable and may vary based on portfolio size, service complexity, and family office services.