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 Investment Management, Retirement Planning. Their firm serves 214 clients with $210M 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 under some circumstances. Retirement accounts are managed at a rate of 0.75% of the total retirement account value.
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
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