| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are negotiable.
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Learn about disclosures →Jordan is a member of the Financial Planning Association of MA since 2014, dedicating minimal time. Jordan is also an Investment Committee Member for St Joseph's Abbey since 2014, dedicating minimal time.