Chad Gordon is a registered investment advisor at Greenstar Advisors, based in Centennial, CO, with 21 years of industry experience. Chad 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 39 clients with $48M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GreenStar Advisors charges an annual fee based on a percentage of the value of your investments. Some clients are charged a flat fee, while others pay a tiered fee ranging from 0.55% to 1.85%. Fees are billed quarterly in advance. GreenStar may negotiate fees based on individual client circumstances.
Location
Centennial, CO
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Regulatory History (1)
Regulatory
October 2019Other Business Activities
Chad is an author published through GreenStar Press since 2016, dedicating minimal time. He also owns GreenStar Properties, LLC (real estate management) and Sharp Archive, LLC (software development), spending minimal time and about 10-20% of his time, respectively.
Employment History
Current Registrations
Greenstar Advisors
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Independent Financial Partners
LPL Financial LLCBroker
LPL Financial LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Atlas Securities, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
World Group Securities, INC.Broker
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.