Gordon Asset Management manages investment portfolios and provides personalized financial planning for individuals, families, and private funds. Gordon Asset Management focuses on multi-decade goals such as maximizing growth before retirement, funding living expenses, paying for education, and generational wealth transfer. Investment portfolios are built around two main pillars: Long-Term Growth, which targets capital growth through global equities and private investments, and Capital Reserves, which protects near-term spending goals through cash and fixed income. The firm typically builds diversified portfolios using mutual funds, exchange-traded funds, and private investment funds, while also offering personal financial planning covering cash flow, budgeting, retirement, and wealth transfers.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and may differ based on account size, strategy, and complexity. Assets invested in Gordon Funds are subject to separate fund management fees (0%-1.5%) instead of the 1% advisory fee.