Overview

Headquarters
Kenosha, WI
Total Firm Assets
$107 million
Average High-Net-Worth Client Portfolio Size
$1.8 million

Fee Disclosure

Source: FORM ADV PART 2A - JORDAN FINANCIAL LIFE PLANNING (2026-07-08) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 1.00%
$500,001 $1,000,000 0.75%
$1,000,001 $2,000,000 0.60%
$2,000,001 $4,000,000 0.45%
$4,000,001 and above 0.25%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $8,750 0.88%
$5 million $26,250 0.52%
$10 million $38,750 0.39%
$50 million $138,750 0.28%
$100 million $263,750 0.26%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
57.51%
Number of High-Net-Worth Clients
35
Total Client Accounts
510
Discretionary Accounts
498
Non-Discretionary Accounts
12

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
146633
  • FORM ADV PART 2A - JORDAN FINANCIAL LIFE PLANNING (2026-07-08) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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