Jordan Kahn is a CFA-designated registered investment advisor at Hcr Wealth Advisors, based in Los Angeles, CA, with 24 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 943 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HCR Wealth Advisors' fee for managing your investments is a percentage of the value of your portfolio, ranging from 0.25% to 2.00% per year. The fee is calculated each quarter, based on the value of your investments at that time. There is a $500,000 minimum investment required for this service, but this may be negotiable. Discounts may be offered to family and friends of HCR employees.
Location
10866 Wilshire Blvd., Suite 1600, Los Angeles, CA, 90024
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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.
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Jordan is the CIO of Ascendant Capital Management, LLC, a registered investment advisor, since 2014. He devotes about a quarter of his time to this position.
Employment History
Current Registrations
Hcr Wealth Advisors
Previous Registrations
Hcr Wealth Advisors
Ascendant Capital Management, LLC
Kam Advisors
Beverly Investment Advisors LLC
Summit Wealth Management,inc
Berger & Associates LLC
Berger Fund Advisors, LLC
State Registrations1 state
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.