Jeffrey Gordon is a registered investment advisor at Slocum, Gordon & CO. LLP, based in Newport, RI, with 30 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 131 clients with $220M 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 | 1.00% |
| $5M+ | 0.50% |
Fees may be negotiable on a client-by-client basis. Discounts may be offered to employees and family members.
Fee Estimator
Location
39 Mill Street, Newport, RI, 02840
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Slocum, Gordon & CO. LLP
Previous Registrations
Slocum, Gordon & CO. LLP
State Registrations2 states
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