Miotto, Jordan Philip
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides one-time financial planning and portfolio review services to individuals, trusts, and estates, offering a written report with asset-allocation and investment recommendations. Although categorized as an investment manager, the firm does not provide ongoing account management and reports $0 in assets under management.
The firm’s analyses employ a top-down approach with fundamental and asset-allocation analysis, emphasizing strategic asset allocation and broad-based, liquid instruments such as ETFs and mutual funds. Services are non-discretionary: the adviser delivers recommendations and the client retains responsibility for implementing trades and selecting custodians.
Notably, the firm does not use percentage-of-assets-under-management fees—a billing approach that is common among peers—but instead charges a one-time flat fee for the engagement and does not accept commissions or third-party compensation. The sole proprietor maintains a full-time outside occupation and the firm does not take custody of client assets, which differentiates its operating model from many firms in the investment-manager category.
Client services
Expertise
Fee options
$400 flat fee for Financial Planning & Investment Consultation engagement
Fee-only: $400 flat fee for Financial Planning & Investment Consultation engagement
Main office
Anaheim CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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