Cullen Jowitt
Cullen Jowitt is a registered investment advisor at Gordian Wealth Advisors, LLC, based in Palm Desert, CA, with 7 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 112 clients with $350M 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 $5.0M | 1.50% |
| $5.0M - $15.0M | 1.35% |
| $15.0M - $25.0M | 1.20% |
| $25.0M - $50.0M | 1.00% |
| $50M+ | 1.00% |
Fees negotiable for accounts over $50 million. Gordian Wealth Advisors may increase the advisory fee one time per year by an amount equal to the increase in the Consumer Price Index in the United States over the one-year period immediately prior to that anniversary date; however, the advisory fee for all assets in all accounts will not exceed the standard fee.
Fee Estimator
Location
74-710 Highway 111, Suite 102, Palm Desert, CA, 92260
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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 Activities
Cullen is a partner at Jowitt Consulting since August 2018. He spends minimal time on this non-investment related activity.
Employment History
Current Registrations
Gordian Wealth Advisors, LLC
State Registrations1 state
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