Jordan Wealth Management creates investment portfolios using mutual funds and individual equity securities. They primarily recommend Dimensional Fund Advisors (DFA) mutual funds. Jordan also provides advisory services to 401k plans. Jordan tailors its advisory services to the individual needs of the client. Jordan uses investment and portfolio allocation software to evaluate alternative portfolio designs.
Assets Under Management$71M
Clients479
Advisors4
Avg. per Client$150K
Avg. per Advisor$18M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.50% |
Fees may vary based on individual or family circumstances and may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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