Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
100 Pine Street, Suite 2600, San Francisco, CA, 94111
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.
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Roshan is an Administrative Director at Best Western Victor Inn and Suites, a hotel in Victor, NY, since January 2020. He spends minimal time working alongside ownership to evaluate projects.