Gordian Advisors provides comprehensive financial planning, including investment advice, retirement planning, estate planning, tax planning, and insurance review. Gordian manages investment portfolios primarily using mutual funds and exchange-traded funds (ETFs). Gordian tailors its services to each client's individual needs, goals, and risk tolerance. Gordian also provides retirement plan consulting services for pooled retirement plans.
Assets Under Management$270M
Clients103
Advisors3
Avg. per Client$2.6M
Avg. per Advisor$88M
Fee Structure
Minimum Investment:$800K
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.60% |
Fees on portfolios over $3 million are negotiable. Clients who entered into a management agreement prior to March 1, 2018 may be charged under the terms described in Gordian's Form ADV disclosure in effect at that time. Multiple accounts within the same household may be aggregated in determining the fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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