Tracey Corta is a registered investment advisor at Jordan Wealth Management, based in Pocatello, ID, with 21 years of industry experience. Tracey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 479 clients with $71M 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 | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.50% |
Fees may vary based on individual or family circumstances and may be negotiable.
Fee Estimator
Location
109 N. Arthur, Ste. 400, Pocatello, ID, 83204
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Tracey is a partner at Jordan & Company, a CPA firm, since 1998. She dedicates full-time hours to this role, with a significant portion occurring during securities trading hours, and her duties include accounting services and administrative tasks.
Employment History
Current Registrations
Jordan Wealth Management
State Registrations1 state
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