Gordon Financial, based in Mount Pleasant, South Carolina, offers tailored investment advice and financial planning consulting. Services include reviewing client investment objectives, recommending asset allocation strategies, and preparing written investment strategies. They also provide financial planning services such as risk assessment, investment planning, estate planning, and financial organization.
Assets Under Management$50M
Clients30
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$50M
www.facebook.com/gordonfinancialplanners ·www.linkedin.com/in/gordonfinancial ·www.gordonfinancialplanners.com
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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