GL
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Gordon Lacquement
27 Years of Experience
Navarre, FL
1 Disclosure
Gordon Lacquement is a registered investment advisor at Koi Portfolio Management, LLC, based in Navarre, FL, with 27 years of industry experience. Gordon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 37 clients with $63M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
37 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$63.2M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 0.85% |
Fees may be negotiable. Certain Clients may be offered a fixed rate fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Navarre, FL
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2004Denied
Employment History
Current Registrations
Koi Portfolio Management, LLC
October 2020 - Present · 5 yrs 7 mos
Previous Registrations
UBS Financial Services INC.
July 2005 - September 2020 · 15 yrs 2 mos
UBS Financial Services INC.Broker
July 2005 - September 2020 · 15 yrs 2 mos
Morgan Stanley
April 2003 - July 2005 · 2 yrs 3 mos
Morgan Stanley Dw INC.Broker
March 1998 - July 2005 · 7 yrs 4 mos
State Registrations2 states
FLGA
Advisor
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
No exam information available for this advisor.