Jordan Financial Life Planning provides investment advisory services, including active portfolio management and financial life planning. They work with clients on a one-time or ongoing basis, offering advice and coaching related to financial behavior and product selection. Jordan Financial uses a third-party platform, Pontera, to manage held-away retirement plan assets with discretion. They aim to align your financial resources with your life goals and values.
Assets Under Management$110M
Clients206
Advisors2
Avg. per Client$520K
Avg. per Advisor$54M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $4.0M | 0.45% |
| $4M+ | 0.25% |
Fees are negotiable. There is also a portfolio analysis fee of $500, which is negotiable based on whether the initial portfolio analysis was included in a one-time or ongoing financial planning engagement.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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