Gordon Stockman is a registered investment advisor at Ewm Advisory, based in Buffalo, NY, with 1 years of industry experience. Gordon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 13 clients with $5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EWM Advisory offers investment management as part of a comprehensive financial planning service. The standard fee is $350 per month plus 0.35% of the assets they manage, billed as one monthly fee. For smaller portfolios (under $1,000,000), the monthly fee may be discounted to ensure affordability. Investment management as a stand-alone service is offered at a flat rate between $900 and $7,500 per year.
Location
1967 Wehrle Drive, Suite 3-099, Buffalo, NY, 14221
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gordon is associated with Nextgen Financial Planning Inc., a registered portfolio manager in Ontario, and Sharp Accounting Professional Corp, a CPA firm also in Ontario.
Employment History
Current Registrations
Ewm Advisory
State Registrations1 state
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