Gordon Lackey
Gordon Lackey is a CFP-designated registered investment advisor at Relativity Capital Advisors, LLC, based in Greensboro, GA, with 22 years of industry experience. Gordon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 98 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Relativity Capital Advisors manages investment portfolios for a fee based on the value of your account. The fee is calculated on the last day of the previous quarter. Here's how it works, depending on where your account is held:
Schwab Accounts:
- Up to $499,999: 1.75% per year
- $500,000 to $999,999: 1.50% per year
- $1,000,000 to $2,999,999: 1.25% per year
- Above $3,000,000: Negotiable
Fidelity Tax Exempt Management and Base Plan Accounts:
- Up to $2,999,999: 1.00% per year
- Above $3,000,000: Negotiable
Interactive Brokers Accounts:
- Discretionary accounts: 1.75% per year
- Non-discretionary accounts: 1.5% per year
All fees are negotiable.
Location
1240 Sunset Bluff, Greensboro, GA, 30642
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2018Employment History
Current Registrations
Relativity Capital Advisors, LLC
Previous Registrations
Barber Lackey Financial Group LLC
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.