David Gordon is a registered investment advisor at Gordon Asset Management LLC, based in West Palm Beach, FL, with 14 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 38 clients with $130M 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% |
Fees are negotiable and may differ based on account size, strategy, and complexity. Assets invested in Gordon Funds are subject to separate fund management fees (0%-1.5%) instead of the 1% advisory fee.
Fee Estimator
Location
515 North Flagler Drive, Suite 350, West Palm Beach, FL, 33401
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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 →Employment History
Current Registrations
Gordon Asset Management LLC
Previous Registrations
Gordon Asset Management LLC
State Registrations1 state
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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