Gordon Cannoles
Gordon Cannoles is a registered investment advisor at Cannoles Asset Management, INC., based in Dalworthington Gardens, TX, with 25 years of industry experience. Gordon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 14 clients with $5.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Quarterly fee of 0.0625% to 0.25% (0.25% to 1% annually). Fees are negotiable based on the dollar value of assets, expected level of activity, task difficulty in providing contracted investment advisory services, and frequency of reporting requirements.
Fee Estimator
Location
2309 Roosevelt Drive, Suite A, Dalworthington Gardens, TX, 76013
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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
Gordon has been self-employed as a Certified Public Accountant (CPA) since 1983, providing bookkeeping and income tax services. This work takes about half of Gordon's time.
Employment History
Current Registrations
Cannoles Asset Management, INC.
Previous Registrations
H.D. Vest Advisory Services, INC
State Registrations1 state
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