Jordan Park manages investments and provides financial advice to high-net-worth individuals, families, and their related entities, including trusts, estates, and charitable organizations. Jordan Park works with clients to create a customized investment plan and manages assets through separate accounts, exchange-traded funds, mutual funds, and pooled investment vehicles. Jordan Park also offers capital markets services and family office services, such as balance sheet analysis, cash flow analysis, tax planning, and estate planning.
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.