GG
CFP
GG
CFP

Ginger Gorden

12 Years of Experience
Miami Beach, FL

Ginger Gorden is a CFP-designated registered investment advisor at Ggcfo Advisors, based in Miami Beach, FL, with 12 years of industry experience. Ginger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 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

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Subject to a minimum annual fee ranging from $2,500 to $1,500 based on account complexity. Portfolio management fees will not exceed 2.00%.

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

Miami Beach, FL

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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 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 · 12 yrs 1 mo
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.
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