Mary Jordan
Mary Jordan is a CFP-designated registered investment advisor at Alpha Financial Management, INC., based in Savannah, GA, with 10 years of industry experience. Mary 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 3 more. Their firm serves 115 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
We sometimes offer discounts to clients, depending on their needs, assets, and the work involved.
Fee Estimator
Location
7505 Waters Avenue, Suite E-1, Savannah, GA, 31406-3631
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2022Other Business Activities
Mary owns rental property in Savannah, GA, since 2020. She dedicates minimal time to securing tenants and handling issues.
Employment History
Current Registrations
Alpha Financial Management, INC.
Previous Registrations
Edward Jones
Edward Jones
Edward JonesBroker
State Registrations3 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.