Daphne Jordan is a CFP-designated registered investment advisor at Pioneer Wealth Management Group, based in Austin, TX, with 10 years of industry experience. Daphne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 499 clients with $400M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.55% |
| $6.0M - $10.0M | 0.45% |
| $10M+ | 0.30% |
Fees are negotiable at the sole discretion of Pioneer Wealth Management Group.
Fee Estimator
Contact
Daphne Jordan
Location
800 W 5th St Unit 100-B, Austin, TX, 78703
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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 Activities
Daphne is the owner of The Blossom Box LLC, a floral arranging business. This activity is not investment-related.
Employment History
Current Registrations
Pioneer Wealth Management Group
Previous Registrations
Austin Asset
State Registrations1 state
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Exams
Additional Information
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