AL

Ashley Jordan Legg

7 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
223 clients
Average Client Portfolio
$81.2M average
Assets Under Management
$18.1B

Fee Structure

Minimum Investment:$100M
Financial Planning:Included in AUM fee

Jordan Park typically charges an annual percentage fee based on the value of your managed assets, ranging from 0.30% to 0.75%. The fee can be higher if additional family office services are provided. Clients also bear underlying investment costs and fees charged by other financial institutions and third parties. Jordan Park has agreed to waive 50% of the fund management fees for investors who are clients that pay Jordan Park Advisory Fees for certain Access Vehicles.

Areas of Practice
Investment ManagementFinancial Planning & CoachingTax PlanningEstate PlanningCharitable GivingSocially Responsible InvestingHigh Net Worth
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Advisor Information

Office location

100 Pine Street, Suite 2600, San Francisco, CA, 94111

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Jordan Park Group LLC
March 2022 - Present · 3 yrs 10 mos
Previous Registrations
Emerson Equity LLC Broker
December 2021 - February 2022 · 2 mos
Catalyst Private Wealth, LLC
December 2020 - February 2022 · 1 yr 2 mos
Dimensional Fund Advisors LP
December 2018 - November 2020 · 1 yr 11 mos
Dfa Securities LLCBroker
September 2018 - November 2020 · 2 yrs 2 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.