Colin Gorman
Colin Gorman is a PFS-designated registered investment advisor at Egp Wealth Management, LLC, based in North Little Rock, AR, with 21 years of industry experience. Colin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 99 clients with $49M 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 $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable. Family member account values may be combined to reach breakpoints.
Fee Estimator
Location
611 Main Street, North Little Rock, AR, 72114
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Colin owns rental real estate, coordinates tax credits, and is a member of an insurance agency receiving health insurance commissions. He is also a managing partner and CPA at an accounting firm, and involved in several non-profit organizations, dedicating minimal time to each.
Employment History
Current Registrations
Egp Wealth Management, LLC
Previous Registrations
1st Global Advisors INC
1st Global Capital CORP.Broker
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
State Registrations2 states
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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