TJ
CFP

Tierney Elizabeth Johnson

3 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
November 2022 - Present · 3 yrs 2 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.