Matthew Gordon is a CFP-designated registered investment advisor at Greenspring Advisors, LLC, based in New York, NY, with 15 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,837 clients with $6.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
Annualized fee is charged as a percentage of assets under management, not to exceed 1.35%. Fees are negotiable on a client-by-client basis.
Fee Estimator
Location
60 East 42nd Street, Suite 1120, New York, NY, 10165
Get directionsHistory
Regulatory 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.
Learn about disclosures →Other Business Activities
Matthew is a member of the Rodeph Sholom Investment Committee, helping determine investment management for the temple's endowment and pension. This requires minimal time.
Employment History
Current Registrations
Greenspring Advisors, LLC
Previous Registrations
Wealthstream Advisors, INC.
Lenox Advisors, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Michael Kimmel, CFPGreenspring Advisors, LLC
- Brant Cavagnaro, CFA, CFPGreenspring Advisors, LLC
- Chloe Denning, CFPGreenspring Advisors, LLC
- Kayla Sabbagh, CFPGreenspring Advisors, LLC
- Joseph Orff, CFA, CFPGreenspring Advisors, LLC
- James Perriello, CFPGreenspring Advisors, LLC