Stephen Jordan is a registered investment advisor at Alchemi Wealth, LLC, based in Essex, CT, with 4 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,136 clients with $290M 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 $500K | 1.50% |
| $500K - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable. Accounts within the same household may be combined for a reduced fee. Accounts with conservative allocations may negotiate lower fee schedules. Employees and their family related accounts are charged a reduced fee for services.
Fee Estimator
Location
35 Pratt Street, Suite 202, Essex, CT, 06426
Get directionsHistory
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
Stephen is a licensed insurance agent since March 2022. He spends a few hours per week on this activity, and expects to derive 20% of his total yearly compensation from it.
Employment History
Current Registrations
Alchemi Wealth, LLC
Previous Registrations
Financial Resources Group, LLC
State Registrations1 state
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.