Jaco Jordaan
Jaco Jordaan is a CFA, CFP, ChFC-designated registered investment advisor at Riverchase Wealth Management, LLC, based in Upper St. Clair, PA, with 26 years of industry experience. Jaco operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 126 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Contact
Jaco Jordaan
Location
Upper St. Clair, PA
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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
Riverchase Wealth Management, LLC
Previous Registrations
Opus Financial Solutions LLC
Sanitas Wealth Management, LLC
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
Riggs Investment Advisors INC.
Linsco/private Ledger CORP.Broker
H.D. Vest Investment ServicesBroker
1-800 Mutuals, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
After graduating from the University of Texas at Austin, I started my career in financial services in 1996 selling mutual fund portfolios by cold-calling. The interactions were impersonal and intrusive. I did not enjoy it, and it likely created my first bias against "selling" products in financial services.