Jordan Harrison is a registered investment advisor at Elevation Advisory Partners LLC, based in Washington, DC, with 1 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 987 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EAP offers investment management services for an annual fee, with a maximum fee of 2.00% of the value of your portfolio. The fee is calculated monthly based on the value of your investments at the end of the previous month. EAP may negotiate fees. In addition to the advisory fee, there is a $50 annual technology fee for accounts with balances over $2,500, billed at $4.17 per month. There is also a platform fee not to exceed 0.125% of assets under management, which may be negotiated.
Location
Washington, DC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jordan works as a registered assistant at Harrison Capital Management. This is a full-time commitment, with most of his time spent during trading hours.
Employment History
Current Registrations
Elevation Advisory Partners LLC
Silver Oak Securities, IncorporatedBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
State Registrations5 states
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