Jeffrey Robles is a CFP-designated registered investment advisor at Gordian Advisors, LLC, based in Tucson, AZ, with 5 years of industry experience. Jeffrey 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, Investment Management, and 2 more. Their firm serves 103 clients with $270M 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 - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.60% |
Fees on portfolios over $3 million are negotiable. Clients who entered into a management agreement prior to March 1, 2018 may be charged under the terms described in Gordian's Form ADV disclosure in effect at that time. Multiple accounts within the same household may be aggregated in determining the fee.
Fee Estimator
Location
2200 E. River Rd., Ste. 109, Tucson, AZ, 85718-6516
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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
Gordian Advisors, LLC
State Registrations2 states
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