Christopher Gordon
Christopher Gordon is a registered investment advisor at Centaurus Financial, INC., based in Leesburg, VA, with 16 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
540 Fort Evans Road, Ne, Suite #200, Leesburg, VA, 20176
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2024Customer Dispute
August 2024Other Business ActivitiesSells Insurance
Christopher is the sole proprietor of Christopher J. Gordon Wealth Management LLC, used for paying business expenses. He also sells insurance and fixed annuities, dedicating a few hours per week, and works nearly full-time as a financial planning and wealth advisor for Milestones Financial Services.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
State Registrations27 states
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.