Gordon Haave is a CFA-designated registered investment advisor at Financial & Tax Architects, LLC, based in St. Louis, MO, with 13 years of industry experience. Gordon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,574 clients with $510M 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 $2.0M | 1.95% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Location
12412 Powerscourt Drive, Suite 25, St. Louis, MO, 63131
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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 →Other Business ActivitiesSells Insurance
Gordon is the managing director of Agora Trust LTD. and has indirect ownership in several companies including FTA Holdings Group, LLC, AdvisorMax, LLC, BHFM, Media, LLC, FTA Insurance Services, LLC, and RIA Compliance Services, LLC. Gordon is also a licensed insurance agent in Missouri.
Employment History
Current Registrations
Financial & Tax Architects, LLC
Previous Registrations
Wilbanks Securities Advisory
Gordon C Haave Associates, LLC
Asset Services CO LLC
State Registrations12 states
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