GG
CFP
GG
CFP

Ginger Gorden

11 Years of Experience
Chicago, IL

Ginger Gorden is a CFP-designated registered investment advisor at Ggcfo Advisors, based in Chicago, IL, with 11 years of industry experience. Ginger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 13 clients with $100M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
13 clients
Average Client Portfolio
$7.7M average
Assets Under Management
$100.6M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The annual fee assessed in conjunction with Investment Supervisory and/or Investment Management Services will be 1.00% of the client’s assets we manage, subject to a minimum fee and/or a retainer.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Chicago, IL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Since 2009, Ginger has been the President & Accountant at GD Group, Inc., serving as an outsourced CFO and accountant to various clients. This role takes about half of Ginger's time and includes bill paying services that should be reviewed in detail.

Employment History
Current Registrations
Ggcfo Advisors
September 2014 - Present · 11 yrs 8 mos
State Registrations2 states
FLIL
Advisor

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.