JI
CFP

Jordan Kealaonalani Izumi

10 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
20 advisors
Number of Clients
6,209 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$7.0B

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$2,500

Advisory fees are negotiable, ranging from 0.05% to 1.00% annually based on service level, asset class, account size, and complexity. Fees are calculated quarterly, in advance, based on assets under management. Institutional clients with over $1 million in assets pay between 0.075% to 0.20%, with a minimum quarterly fee of $2,500. Employees and affiliates may receive lower fees.

Areas of Practice
Investment Management
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Advisor Information

Office location

15375 Memorial Drive, Suite 200, Houston, TX, 77079

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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
Crossmark Global Investments, INC.
November 2016 - Present · 9 yrs 2 mos
Crossmark Distributors, INC.Broker
October 2015 - Present · 10 yrs 3 mos
State Registrations52 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.