Mark Gordon
Mark Gordon is a CFA, CFP-designated registered investment advisor at Wealth Architects, LLC, based in Mountain View, CA, with 20 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 437 clients with $2.4B 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 $5.0M | 0.85% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Firm imposes a minimum annual fee of $25,000. Fees are negotiable and can be waived based on various criteria. Sub-advisory fees may apply separately (0.25%-0.35%).
Fee Estimator
Location
800 West El Camino Real, Suite 201, Mountain View, CA, 94040
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2008Customer Dispute
March 2008Regulatory
September 2006Employment History
Current Registrations
Wealth Architects, LLC
Previous Registrations
Charles Schwab & CO., 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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