Jordan Park Group LLC
Assets Under Management
$18.1B
Number of Clients
223
Number of Advisors
5
Average Client AUM
$81.2M
AUM per Advisor
$3.6B
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Jordan Park Group provides investment and financial advisory services to high-net-worth individuals, families, and related entities. Services include investment management, financial planning, capital markets services, and family office services. The firm develops customized investment policy statements and invests client assets across various strategies.
Fee Structure
Jordan Park typically charges a tiered annual percentage fee based on the value of your managed assets, ranging from 0.30% to 0.75%. The advisory fee rate is generally lower for clients with higher amounts of assets under management and certain charitable organizations but can be higher if additional family office services are provided. Clients also bear underlying investment costs and fees charged by third parties, such as sub-advisors and Access Vehicles. Jordan Park can charge fees for other services requested by the client (e.g., reporting on non-Managed Assets, Family Office services, and consultative services on non-advised assets).
Areas of Practice
Location
100 Pine Street, Suite 2600, San Francisco, CA, 94111