Gordon Asset Management provides investment advice to high net worth individuals, focusing on long-term growth and capital preservation. Investment planning is centered around personal goals like retirement, family expenses, and legacy planning. The firm invests in diversified mutual funds, exchange-traded funds, and private funds, and may also invest directly in individual securities or use third-party investment managers. Gordon may also provide personal financial planning services.
Assets Under Management$130M
Clients38
Advisors2
Avg. per Client$3.4M
Avg. per Advisor$64M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and may differ based on account size, strategy and complexity.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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