Daphne Lenore Jordan
DJ
CFP

Daphne Lenore Jordan

10 Years of Experience

Firm Information

Daphne Lenore Jordan
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
442 clients
Average Client Portfolio
$619K average
Assets Under Management
$273.7M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $4.0M0.85%
$4.0M - $6.0M0.55%
$6.0M - $10.0M0.25%
$10M+0.10%

Fees are negotiable at the sole discretion of Advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Hourly Rate:$250 - $1,000/hr

You can receive financial planning services billed annually, monthly, hourly (from $250 to $1,000 per hour), or by fixed fee. There may be a one-time onboarding fee. For asset management, you'll pay a percentage of your assets under management. For example, the first $2,000,000 is charged 1.00% annually. Fees are negotiable. In addition to advisory fees, clients will be assessed other fees by parties independent from the advisor, such as brokerage fees.

Areas of Practice
Financial Planning & CoachingRetirement PlanningEducation PlanningTax PlanningEstate PlanningInsurance PlanningInvestment Management
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Advisor Information

Office location

800 W 5th St Unit 100-B, Austin, TX, 78703

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Daphne Lenore Jordan
DJ
Contact
Daphne Lenore Jordan
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.

Learn about disclosures →
Other Business Activities

Daphne is the owner of The Blossom Box LLC, a floral arranging business. This activity is not investment-related.

Employment History
Current Registrations
Pioneer Wealth Management Group
November 2017 - Present · 8 yrs 2 mos
Previous Registrations
Austin Asset
July 2015 - October 2017 · 2 yrs 3 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Additional Information

Did you know that a goal without a plan is just a wish?

Daphne Lenore Jordan
DJ
Contact
Daphne Lenore Jordan