Peter Gordon is a registered investment advisor at Highlands Wealth Advisors, LLC, based in San Diego, CA, with 17 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 23 clients with $33M 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 $750K | 1.50% |
| $750K - $1.5M | 1.25% |
| $1.5M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
9920 Pacific Heights Blvd, Suite 150, San Diego, CA, 92121
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 →Employment History
Current Registrations
Highlands Wealth Advisors, LLC
Previous Registrations
Dowling & Yahnke, LLC
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.