Jeffrey Gordon
Jeffrey Gordon is a CFA-designated registered investment advisor at Steigerwald, Gordon & Koch - Wealth Advisors, based in Leesburg, VA, with 23 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 709 clients with $1.3B 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are negotiable. Clients referred through past programs may be billed at 0.75% on the first $1,000,000.
Fee Estimator
Contact
Jeffrey Gordon
Location
891-A Harrison Street, S.E., Leesburg, VA, 20175
Get directionsHistory
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
Jeffrey is a partner in SGK Real Estate Investments, LLC, formed in 2015 to purchase the building where Steigerwald, Gordon & Koch Inc. offices are located. He spends minimal time on management activities related to this LLC.
Employment History
Current Registrations
Steigerwald, Gordon & Koch - Wealth Advisors
State Registrations2 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.
Exams
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