Joshua Gordon is a registered investment advisor at Chimera Wealth, based in Sebastopol, CA, with 4 years of industry experience. Joshua 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 48 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $2.5M | 1.10% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
For investments in pooled income funds, CW will solely receive an annual fee of 0.25%-0.75% based on the value of the client’s investment in those funds. The value of the client’s investment in the income funds will be included when determining the tiered fee rate (%) to be applied to calculate the client’s fee for Portfolio Management but will not be included in the value of the client’s account when calculating CW’s annual fee for Portfolio Management.
Fee Estimator
Location
8318 Blackney RD, Sebastopol, CA, 95472
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Joshua manages a mortgage business. This activity is not investment-related.
Employment History
Current Registrations
Chimera Wealth
State Registrations1 state
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