Gordon Carlson
Gordon Carlson is a CFP-designated registered investment advisor at Gordon Carlson & Associates, based in Irvine, CA, with 20 years of industry experience. Gordon 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 1 more. Their firm serves 416 clients with $91M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients using Gordon Carlson & Associates' portfolio management services can have their monthly fees calculated based on their investment assets, which may include outside assets like real estate or retirement accounts. The annual fee is up to 2.5% of the market value of the investments, billed monthly.
Location
16520 Bake Parkway, Suite 200, Irvine, CA, 92618
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2009Customer Dispute
April 2006Customer Dispute
June 2001Other Business ActivitiesSells Insurance
Gordon owns a real estate brokerage, Result$ Advisors, Inc., dedicating about 10-20% of his time to corporate governance and oversight. He is also a licensed life insurance agent, spending minimal time on this activity.
Employment History
Current Registrations
Gordon Carlson & Associates
Previous Registrations
Grant Bettingen, INC.
Morgan Stanley
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.