Phillip Gorian is a registered investment advisor at Gorian Investments, based in San Bernardino, CA, with 14 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 25 clients with $26M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gorian Investments charges 0.1% per trade on the closing value of the position after one year. If the position is held for less than one year, the fee is pro-rated. This fee may be negotiable. Clients will receive annual invoices showing the fee amount and the value of the assets on which the fee was based.
Location
San Bernardino, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Gorian Investments
Previous Registrations
Park Avenue Securities LLC
State Registrations1 state
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