Jordan Schwartz
Jordan Schwartz is a registered investment advisor at Strategic Wealth Investment Group, LLC, based in Louisville, KY, with 10 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 4,628 clients with $1.1B 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 | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable depending on the needs of the client and complexity of the situation.
Fee Estimator
Location
Louisville, KY
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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 →Other Business ActivitiesSells Insurance
Jordan is a licensed insurance agent and the owner of Jean and Jordan, LLC, a virtual success coaching company. He also manages Schwartz Leasing, LLC and Schwartz Group, Inc., spending minimal time on these companies, and is a General Partner at TRCM.
Employment History
Current Registrations
Strategic Wealth Investment Group, LLC
State Registrations7 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.