Gordon Financial is a registered investment advisor based in Mount Pleasant, South Carolina, founded in March 2015. The firm is owned and operated by Mary Elizabeth Ivy and Mark Philipp Gordon, Jr. Gordon Financial provides personalized investment management with the authority to make trades without asking first, tailoring strategies to each client's specific goals, risk tolerance, and time horizon. The firm's approach incorporates asset allocation, dollar-cost averaging, technical analysis, and long-term or short-term purchases using cash, stocks, mutual funds, bonds, and annuities. In addition to portfolio management, Gordon Financial offers financial planning consulting covering risk management, investment planning, estate planning, and financial organization. The firm serves individual investors and non-profit organizations, with no minimum account size required to open an account.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Fees are negotiable and may be lower in individual cases. A comprehensive financial plan is included at no additional charge if the annual fee is $2,500 or greater.