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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,218 clients with $3.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Greenspring Advisors charges a percentage of your portfolio for wealth management services, not to exceed 1.32% annually. There is a $5,000 minimum annual fee. If your portfolio doesn't generate that much in fees, you can pay the difference to receive the service. Administrative services for positions not in model portfolios are charged at 0.10%.
Location
60 East 42nd Street, Suite 1120, New York, NY, 10165
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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.
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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.