Gary Gordon is a CFP-designated registered investment advisor at Pacific Park Financial, INC., based in Laguna Hills, CA, with 21 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 211 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 $500K | 1.00% |
| $500K+ | 0.75% |
Fees are negotiable based on factors such as age, time horizon, volatility tolerance, and overall risk tolerance. Retirement accounts are charged at a flat 0.75% rate.
Fee Estimator
Location
25283 Cabot Rd Ste 201, Laguna Hills, CA, 92653-5510
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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
Pacific Park Financial, INC.
Previous Registrations
Pacific Park Financial, INC.
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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