William Gordon
William Gordon is a registered investment advisor at Redwood Financial Network, based in Solon, OH, with 30 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 968 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Redwood Financial Network charges an annual fee ranging from 0.50% to 2.5% of your portfolio for investment management services. This fee is negotiable, so clients with similar investments may pay different rates. The fee covers account management, brokerage, clearance, custody, and administrative services if you are in a wrap fee program. Fees are deducted quarterly in advance. You can terminate the service at any time and receive a pro-rata refund.
Location
30285 Bruce Industrial Pwy #A, Solon, OH, 44139
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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 →Other Business ActivitiesSells Insurance
William sells non-variable insurance products, including life, health, disability, long-term care, and fixed annuities, dedicating a few hours per week to this activity. He also owns office property through Redwood Real Estate LLC, operates Redwood Financial Network as a registered investment advisor, funds a scholarship, and has a business entity for tax/investment purposes.
Employment History
Current Registrations
Redwood Financial Network
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Natcity Investments, INC.
Natcity Investments, INC.Broker
Natcity Insurance Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations15 states
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.