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Matthew Gordillo

Park Edge Advisors, LLC
32 Years of Experience
Cleveland, OH
4 DisclosuresSells Insurance
View SEC Summary
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Matthew Gordillo is a registered investment advisor at Park Edge Advisors, LLC, based in Cleveland, OH, with 32 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, High Net Worth, Investment Management, and 2 more. Their firm serves 328 clients with $440M in assets under management.

Park Edge Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
328 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$438.1M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Qualified Clients will pay an annual fee of assets under management along with a performance fee based on capital appreciation in excess of a mutually agreed upon benchmark. To align its interests with clients, Park Edge discounts its 1.50% management fee by the same percentage as the performance fee and allows clients to select the combination that suits them.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2360 W 11th St, Cleveland, OH, 44113

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2006
Settled
Customer Dispute
April 2005
Settled
Customer Dispute
August 2002
Denied
Customer Dispute
April 2002
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Matthew is a licensed insurance agent selling life and health insurance with various companies and receiving commissions. This activity is insurance-related.

Employment History
Current Registrations
Park Edge Advisors, LLC
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Stratos Wealth Advisors LLC
September 2021 - November 2022 · 1 yr 2 mos
Inverness Securities, LLCBroker
June 2017 - September 2021 · 4 yrs 3 mos
First Allied Advisory Services, INC.
July 2012 - December 2017 · 5 yrs 5 mos
Ancora Family Wealth Advisors, LLC
June 2011 - September 2021 · 10 yrs 3 mos
First Allied Securities, INC.
June 2006 - July 2012 · 6 yrs 1 mo
First Allied Securities, INC.Broker
May 2006 - June 2017 · 11 yrs 1 mo
Independent Advisors,inc.
July 2003 - July 2006 · 3 yrs
Raymond James Financial Services
October 1999 - May 2006 · 6 yrs 7 mos
Raymond James Financial Services, INC.Broker
December 1998 - May 2006 · 7 yrs 5 mos
Lincoln Financial Advisors CorporationBroker
February 1994 - January 1999 · 4 yrs 11 mos
The Lincoln National Life Insurance CompanyBroker
February 1994 - January 1999 · 4 yrs 11 mos
State Registrations1 state
OH
Advisor

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
No exam information available for this advisor.
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