Terry Backmann is a ChFC-designated registered investment advisor at Jordan Financial Life Planning, based in Kenosha, WI, with 17 years of industry experience. Terry 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 206 clients with $110M 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $4.0M | 0.45% |
| $4M+ | 0.25% |
Fees are negotiable. There is also a portfolio analysis fee of $500, which is negotiable based on whether the initial portfolio analysis was included in a one-time or ongoing financial planning engagement.
Fee Estimator
Location
6123 Green Bay Rd, Suite 200, Kenosha, WI, 53142
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Jordan Financial Life Planning
State Registrations2 states
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