Gordon Lackey
Gordon Lackey is a CFP-designated registered investment advisor at Relativity Capital Advisors, LLC, based in Greensboro, GA, with 23 years of industry experience. Gordon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 95 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.25% |
Fees vary by custodian and whether the account is discretionary or non-discretionary. Schwab discretionary schedule shown as primary representative schedule. Fees are negotiable.
Fee Estimator
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.
Exams
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