Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial plans range from $800 to $2,500, negotiable based on complexity. Retainer agreements range from $1,200 to $5,000 annually, also negotiable. Investment management fees are either a scaled rate or a flat 2% of assets under management. Hourly planning agreements range from $200 to $250 per hour. Fees are negotiable, but will not exceed 3% of assets under management per year.
Areas of Practice
Advisor Information
Office location
3713 Gilbert Ct, Flower Mound, TX, 75022
Get directionsRegulatory 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
Jordan is involved with ARC Insurance Agency, marketing and selling fixed insurance products, dedicating about 10-20% of their time. Jordan is also a managing partner at Wealth Concepts Inc DBA Advisors Resource Company, overseeing sales and operations of a fixed insurance business, spending a few hours per week.