TrueAdvisor
TrueAdvisor
NG
ChFC
NG
ChFC

Neil Gordon

Wealthcare Advisory Partners LLC
17 Years of Experience
Horsham, PA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Neil Gordon is a ChFC-designated registered investment advisor at Wealthcare Advisory Partners LLC, based in Horsham, PA, with 17 years of industry experience. Neil is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 10,948 clients with $8.3B in assets under management.

Wealthcare Advisory Partners LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
176 advisors
Number of Clients
10,948 clients
Average Client Portfolio
$757K average
Assets Under Management
$8.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.85%

Maximum fee rate is up to 1.85% based on account size, investment types, and restrictions. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

200 Gibraltar Rd Ste 115, Horsham, PA, 19044

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Neil sells fixed life, health, disability, long-term care, dental, business, and umbrella insurance, dedicating about a quarter of his time to this activity. He also provides investment advisory services through Wealthcare Advisory Partners LLC, spending about half his time on this.

Employment History
Current Registrations
Wealthcare Advisory Partners LLC
February 2018 - Present · 8 yrs 8 mos
LPL Financial LLCBroker
September 2012 - Present · 14 yrs 1 mo
LPL Financial LLC
September 2012 - Present · 14 yrs 1 mo
Previous Registrations
Financial Network Investment Corporation
December 2009 - September 2012 · 2 yrs 9 mos
Financial Network Investment CorporationBroker
October 2009 - September 2012 · 2 yrs 11 mos
Pruco Securities, LLC.Broker
August 2009 - October 2009 · 2 mos
State Registrations26 states
ARAZCACOCTDEFLGAHIINMAMDMEMIMNMTNCNJNVNYOHPASCTXVAWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
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