Roshan Patel is a registered investment advisor at Jordan Park Group LLC, based in San Francisco, CA, with 4 years of industry experience. Roshan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 223 clients with $18B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Jordan Park typically charges an annual fee based on a percentage of the value of your investments. This fee generally ranges from 0.30% to 0.75% per year. The rate may be lower for clients with larger portfolios and certain charitable organizations, but it can be higher if Jordan Park provides additional family office services. Clients also pay underlying investment costs and other fees charged by financial institutions and third parties.
Location
100 Pine Street, Suite 2600, San Francisco, CA, 94111
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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.
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Roshan is an Administrative Director at Best Western Victor Inn and Suites, a hotel in Victor, NY, since January 2020. He spends minimal time working alongside ownership to evaluate projects.
Employment History
Current Registrations
Jordan Park Group LLC
Previous Registrations
Alesco Advisors LLC
State Registrations1 state
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