Gordon Trachtenberg
Gordon Trachtenberg is a registered investment advisor at Trachtenberg Capital Management, LLC, based in Beverly Hills, CA, with 26 years of industry experience. Gordon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 62 clients with $49M 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 | 1.50% |
The maximum fee is 1.5% of the value of your portfolio. Fee schedule is based on a number of factors, including size of account, type of investments and services requested by clients.
Fee Estimator
Location
Beverly Hills, CA
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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.
Learn about disclosures →Employment History
Current Registrations
Trachtenberg Capital Management, LLC
Previous Registrations
UBS Financial Services INC.
State Registrations1 state
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.