Giessel Wealth Advisors, LLC is a registered investment advisor founded in May 2026 and based in Jupiter, Florida. The firm offers personalized investment management and financial planning services to individuals, high-net-worth individuals, and businesses. Giessel Wealth Advisors uses a combination of passive and active investment strategies, fundamental analysis, and Modern Portfolio Theory to build diversified portfolios consisting of stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents. The firm also offers socially responsible investing options and can utilize outside investment managers when appropriate. In addition to portfolio management, Giessel Wealth Advisors provides ongoing and project-based financial planning covering retirement, taxes, estate planning, cash flow, insurance, and business consulting. Jordan Giessel serves as the founder, owner, and chief compliance officer.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees are negotiable and paid quarterly in arrears based on average daily balance. Household accounts may be aggregated. Combined fees with outside managers will not exceed 2.0%.